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 a hired professional prepare your taxes for you, 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.

 

TAX APPOINTMENT CHECK LIST

 

  • Last year’s tax return (new clients only)
  • W-2s
  • Driver’s License No., Issue Date & Expiration Date (both spouses, MFJ)
  • Record of Income (1099’s)
    • Investment Statement(s)
    • Bank Interest
    • Miscellaneous 1099 Income
  • K1
    • S Corporation
    • Partnership
  • Other Income
    • Gambling
    • Unemployment
    • Social Security Income (1099 SA)

 

Deductions:

  • Medical Expenses (if they exceed 7-1/2 percent of adjusted gross income)
  • Property Tax Statement or Bill                                                         
  • Vehicle Licenses Fee(s)
  • Home & Equity Mortgage Interest
  • Charitable Contributions – cash and non-cash          
  • Closing Papers for Purchase, Sale, or Refinance of Residence
  • Federal and State Estimated Tax Payments              
  • Miscellaneous Deductions

 

Additional Deductions:

  • Renters- Monthly payment and landlord’s name and address
  • Child Care- Providers name, address, social security number or ID number
  • Education- Tuition costs

 

 

Additional Information (if not previously provided):

 

  • Direct Deposit Information
    • Checking account (copy of voided check)
    • Savings account information (routing and account number)
  • Dependent(s) Information
    • Full Name
    • Date of Birth
    • Social Security Number


Tax preparation services offered by Innovative Financial, Inc. are separate and unrelated to Commonwealth.

 

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