TAX SERVICE

Welcome to the tax division of Innovative Financial, Inc. We are pleased to offer professional tax preparation. Whether you prepare your own or have hired a previous tax professional, we look forward to the opportunity to serve you.
 
To schedule an appointment, please call Maria at 248-723-5900 or e-mail us at
Info@In-Financial.com
.

Innovative Financial, Inc.
CHECKLIST – What to bring to your tax preparation appointment


  • Last year’s tax return (new clients only)
  • W-2s
  • Record of income (1099s)
    • Interest and dividends from savings accounts, money markets, mutual funds, stocks, bonds, pension or IRA distributions, and so on
  • Sale of stocks, bonds, and mutual funds:
    • Date acquired and cost basis
  • Other income, including social security, lottery winnings, unemployment, jury duty, and tips
  • IRA contributions
  • Child care – provider’s name, address, social security number, or ID number
  • College tuition

    Itemized Deductions:
    • Medical expenses (if they exceed 10 percent of adjusted gross income)
    • Property taxes
    • Home and equity mortgage interest
    • Contributions – cash and noncash
           Determining tax deductible value – Valuation Guide for Donations
    • Tax preparation fees
    • Education
    • Vehicle license fees
    • Investment expenses
    • Safety deposit boxes

    Purchase, Sale, or Refinancing of Residence:
    • Closing papers from purchase of new residence
    • Closing papers from sale of old residence
    • Closing papers from refinance of current residence
  • State taxable value of your home (available from local assessor’s office)
  • Renters – monthly payment and landlord’s name and address
  • Need children’s information, including their full name (first, middle, and last name [if last name is different from yours]), birth dates, and social security numbers
  • Record of federal and state estimated tax payments
Direct Deposit Information:
  • Checking account information (copy of voided check)
  • Savings account information (routing and account number)
Important Information About Your Advisor.






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