Please click below for our 2011 Newsletter:
> Page One: Personal Tax Info
> Page Two: Businesses and Self-Employment Information
> Page Three: Rental Property(ies), Corporation(s), Partnership(s) Information

Print, fill out and bring to your 2011 tax appointment.
 

HOME BUYERS:
If you purchased a home in 2009, you may qualify for an $8,000.00 refund (first time home-buyers: anyone who hasn't owned a home for the previous two years) or a $6,500.00 refund (second-home buyers). Bring your HUD Settlement Statements in to determine if you qualify. If you qualified for the up to $7,500.00 for 2008, remember you must repay $500.00 back per year for 15 years. Don't forget to alert your preparer of this.

ENERGY CREDITS:
If you did any energy saving improvements to your home bring in the information and let your preparer know. The company that provides the service or products should give you documentation to provide your tax preparers.

 

© 2004 Lynda Mohs Tax Service