SCHEDULE NOW

​(856) 335-3234

LAUREN R. THOMPSON, CPA, CFP, MBA

laurenthompson@FlashTaxNJ.com


​Taxes Simplified

(856) 335-3234

​INCOME ITEMS:

  • ​​​Form W-2(s) ​Wage statements
  • Form 1099-INT Interest Statements
  • ​Form 1099-DIV Dividend Statements
    • ​Please make sure that you have all cost basis information. (Date bought and purchase price)
  • Form 1099-B Stock Transactions
  • ​Form 1099-R Pension & IRA Statements
  • ​Form 1099-SA Social Security Statements
  • ​Form 1099-G Gambling Statements
  • ​Form K-1 ​from ALL business ventures
  • ​Unemployment Compensation
  • ​Business Income and Expenses (Schedule C)
  • ​Rental Income and Expenses (Schedule E)

DEDUCTION ITEMS:

  • ​Family
  • ​Work
  • ​Investments
  • ​Home
  • ​Medical Expenses
  • ​Charitable Giving
  • ​Miscellaneous Expenses

​Information to Bring to Tax Appointment: