A&S FINANCIAL SERVICES INCORPORATED -WE DO TAXES!!
And We Take Care Of Business!
A&S Financial Services Incorporated has been serving the tax needs of the community for over twenty years.
We are currently located at 2394 Bouldercliff Way SE Atlanta, GA 30316. My personal cell phone number is 404-934-3140. We have clients in every one of the United States as well as Canada. Our focus, as a company is on business relationship building and facilitating your success.
IRS website:
www.irs.gov
IRS Refund Line:
1-800-829-1040
Georgia Refund Line:
404-656-6286
www.irs.gov
IRS Refund Line:
1-800-829-1040
Georgia Refund Line:
404-656-6286
We have changed locations! We are located at 2394 Bouldercliff Way SE Atlanta, GA 30316. You can schedule your appointment this year as early as January 14, 2012 - you may call me at 404-934-3140 or just hit the button below to make an appointment. Please make sure we have your contact information.
-Claudia
*Please note, all corporate clients must drop off or mail in information prior to scheduled appointment*
A General List Of Things to Gather For Your Personal Tax Return Preparation!!
THE LIST:
--W2(s) and /or Form 1099's
-- end of year pay stub. If more than one job in , last paycheck stub from that job(s)
--If you purchased, or re-financed a home , please provide the closing settlement statements. -If you sold stock during the year, we will need the PRICE paid for the stock,date purchased, shares purchased, along with the 1099B which your brokerage house will provide.
--If you sold a home. we need the original purchase settlement statement (usually with the package the closing attorney gave you), any improvements you have done to home to raise the value $$, and the settlement statement from the closing when you sold the home.
--Mortgage interest statement(s) - I.R.S. Form 1098 --Real estate tax paid on home. -- If you have moved or changed jobs please let us know.
--Ad Valor em Tax (Car Tag/Registration Fee) paid .
--Your Occupation/ Job Title in for you and if applicable your spouse
--Bank interest statements.
--Dividend statements.
--Any medical expenses including: medical insurance premiums paid, Chiropractor, massage therapy, medical doctors, prescriptions, dentist, dentures, hearing aids, eyeglasses, contacts, psychotherapy, psychiatry, any Holistic Health Care treatments, and Medical Miles.
--Contributions to charities Cash/Check or Non-cash Some examples of Non-Cash : (clothing/furniture/appliances/books/tools/toys/Linens/Sports equip.). --Do you have any Receipts for the above charitable contributions??.
--If you did volunteer work for a charity the # of miles you traveled. --Any & All Work/Job related expenses and if you were reimbursed, how much money were you reimbursed? How were you reimbursed (in your paycheck OR separate company check??)
--Any casualties or theft(s) that is more than 10% of your adj. gross income. If insurance coverage, how much $$paid out for your claim, and Copy of Police Report if applicable
--Do you have children?? Child/dependent name(s), social security numbers & Dates of birth. (Need name exactly as it appears on social security card).
--Your date of birth(s).
--Copy of last 2 year tax returns, if you have them. (New Clients Only)
--Any IRA (traditional) rollovers to ROTH IRA’s
--Any IRA/Sep/Keogh contributions. .
--If you are a W2 employee and changed jobs during or at the beginning of the year please include any JOB SEARCH expenses (e.g.: Resumes/Postage/Travel to Interviews, etc…)
Happy Gathering!
-Claudia
*Please note, all corporate clients must drop off or mail in information prior to scheduled appointment*
A General List Of Things to Gather For Your Personal Tax Return Preparation!!
THE LIST:
--W2(s) and /or Form 1099's
-- end of year pay stub. If more than one job in , last paycheck stub from that job(s)
--If you purchased, or re-financed a home , please provide the closing settlement statements. -If you sold stock during the year, we will need the PRICE paid for the stock,date purchased, shares purchased, along with the 1099B which your brokerage house will provide.
--If you sold a home. we need the original purchase settlement statement (usually with the package the closing attorney gave you), any improvements you have done to home to raise the value $$, and the settlement statement from the closing when you sold the home.
--Mortgage interest statement(s) - I.R.S. Form 1098 --Real estate tax paid on home. -- If you have moved or changed jobs please let us know.
--Ad Valor em Tax (Car Tag/Registration Fee) paid .
--Your Occupation/ Job Title in for you and if applicable your spouse
--Bank interest statements.
--Dividend statements.
--Any medical expenses including: medical insurance premiums paid, Chiropractor, massage therapy, medical doctors, prescriptions, dentist, dentures, hearing aids, eyeglasses, contacts, psychotherapy, psychiatry, any Holistic Health Care treatments, and Medical Miles.
--Contributions to charities Cash/Check or Non-cash Some examples of Non-Cash : (clothing/furniture/appliances/books/tools/toys/Linens/Sports equip.). --Do you have any Receipts for the above charitable contributions??.
--If you did volunteer work for a charity the # of miles you traveled. --Any & All Work/Job related expenses and if you were reimbursed, how much money were you reimbursed? How were you reimbursed (in your paycheck OR separate company check??)
--Any casualties or theft(s) that is more than 10% of your adj. gross income. If insurance coverage, how much $$paid out for your claim, and Copy of Police Report if applicable
--Do you have children?? Child/dependent name(s), social security numbers & Dates of birth. (Need name exactly as it appears on social security card).
--Your date of birth(s).
--Copy of last 2 year tax returns, if you have them. (New Clients Only)
--Any IRA (traditional) rollovers to ROTH IRA’s
--Any IRA/Sep/Keogh contributions. .
--If you are a W2 employee and changed jobs during or at the beginning of the year please include any JOB SEARCH expenses (e.g.: Resumes/Postage/Travel to Interviews, etc…)
Happy Gathering!
