Contact Us
Phone: 717-781-4817 (leave a voicemail with name, phone number and purpose of call)
We will return your call ASAP.
We screen our calls for solicitations. Please do not block your number when you call. We do not accept anonymous calls.
You can also reach us by clicking on "Contact Us" above.
Tax Tip of the Month:
How long do you need to keep your records?
3 years seems to be the magic number for the IRS - but we encourage our clients to keep any records used to complete their taxes for 5 years, just to be on the safe side.
After that - you can destroy your documents.
Tax Information - Self Employed Individuals
SELF EMPLOYED INDIVIDUALS - If you run a business from your home or another location.
Please have your expenses as organized as possible. Remember I charge $35 per hour for preparation and it would be to your benefit to have these items as organized as possible before we start preparing your taxes. If you are unsure as to how to categorize some of your expenses - contact me before your appointment and I will be more than willing to help you get things in order.
- Gross Income
- Inventory (if applicable)
- Advertising
- Health Insurance
- Office Supplies
- Rent
- Repairs & Maintenance
- Taxes & License
- Utilities (directly related to business - if your business is in your home and you file a business use of home form in the past, do not include any utility expenses here from your personal home)
- Wages
- Business Use of Vehicle (usually mileage) – Make, Model & Year
of vehicle and value. Date first used for business. Type of Vehicle. Total
business miles & personal miles. Whether you own or lease the vehicle.
IF YOU WANT TO DO ACTUAL EXPENSES, INCLUDE THE FOLLOWING:
1. Gas
2. Maintenance & Repairs – oil, tires, etc.
3. Auto Insurance for vehicle you are claiming
4. License - If you usually file a BUSINESS USE OF HOME form, keep track of the following
expenses and have them totaled. If you organize this information for itemizing,
we can pull the info from that sheet.
1. Mortgage Interest
2. Real Estate (Property Taxes)
3. Insurance
4. Repairs & Maintenance
5. Utilities (electric and fuel, Phone - ONLY if you have a business phone)
6. Phone charges for long distance calls only
7. Total area of your home and Total Area for the room that you used in your home exclusively for business & Value of property.
Updated February 2009