This site is designed to be a helpful resource tool for our valued clients and visitors — organizers, checklists, tax news and useful links.
Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic organizer is designed for new clients. Print the completed organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” organizer that includes prior year information and carryover data.
Download the organizer (PDF)
Please prepare — Tax Checklist
This checklist will assist you in assembling your annual tax documents.
- New clients only: copy of your prior years Federal and State Income Tax Returns.
- Name, date of birth and social security numbers for any new dependents.
- Form W2 wages, W2-P pension and W2-G for any gambling winnings. (If you had any gambling winnings, please include the amount of any remaining, unclaimed gambling losses, to the extent of winnings.)
- Form 1099-MISC from other sources of income.
- Any 1099-R form from any retirement/401K/IRA distribution.
- Form 1099-S displaying the proceeds of a home sale.
- Form 1099-INT and 1099-DIV displaying all interest and dividend income.
- Form 1099-B displaying the sales of stock/mutual funds/securities. For each security, we’ll need the date of purchase and the original purchase price or average cost as provided from your year-end statements.
- Any self employed business and/or rental property income and expense summaries, by category of expense.
- Self employed health insurance, IRA/retirement contributions and home office expenses paid during the year, if applicable.
- Form 1099-G for unemployment income received.
- Alimony “income” amount, payer’s name and Social Security Number.
- Form SSA-1099 displaying Social Security Benefits received.
- Real estate bills paid during the year, unless they are paid out of mortgage escrow.
- Excise tax bills paid during the year for all cars, boats, trailers, motorcycles, etc.
- Listing of all charitable contributions of money and/or property paid during the year.
- Listing of any non-reimbursed employer business expenses, safety deposit box payments, investment expenses, union dues, work required boots, uniform maintenance cost, work related educational expenses, books, fees and mileage.
- Listing of medical/dental costs incurred only if you suspect they exceed 7.5% of your adjusted gross income.
- Two page HUD “Settlement Statement” from any real estate purchase or refinance.
- Form 1098 displaying all mortgage interest and real estate taxes paid, including home equity loan interest.
- Any child care expenses paid sorted by child, with the name and address of each provider and their Soc. Sec. or ID number.
- Rent expense paid during the year, landlord’s name and address, and dates you rented.
- Alimony “paid” amount and recipient’s name and Social Security Number.
- Form 1098-E for college tuition and fees.
- Student loan interest paid during the year for each student separately.
- List any “energy efficient” purchases made during the year, with date, amount and brief description (new hot water heater, windows, heating system, insulation, etc.).
Tax Briefings: 2026 Post-Filing Season Update · 2025 Tax Year-in-Review · 2025 Year-End Tax Planning · One Big Beautiful Bill Act (signed into law July 4, 2025)
Tax Alerts
Information Return Filers Must Move From FIRE to IRIS for 2027 Filing Season (IR 2026-99)
The IRS has reminded information return filers that the Filing Information Returns Electronically (FIRE) system will be retired before the 2027 filing season.
IRS Urges Taxpayers to Protect Tax Records Before Disasters (IR 2026-104)
The IRS has reminded individuals, businesses and tax professionals to protect important tax and financial records before a disaster occurs.
IRS Urges Workers and Employers to Review Payroll Tax Responsibilities (IR 2026-105)
The IRS has encouraged workers and employers to review federal income tax withholding and payroll responsibilities ahead of National Payroll Week.
Direct Pay Offers Free Way to Pay Federal Taxes (IR 2026-109)
The IRS reminded taxpayers with bank accounts that Direct Pay can be used to pay federal taxes from a checking or savings account.
IRS Warns of Fake Tribal Tax Credits (IR 2026-112)
The IRS warned taxpayers, tribal communities, businesses and tax professionals about promoters selling fake “Tribal Tax Credits” that do not exist under federal law.
Final Regulations Issued on Car Loan Interest Deduction (TD 10054)
The Treasury Department and IRS have finalized regulations regarding the deduction of up to $10,000 in personal car loan interest by individuals for tax years 2025 through 2028.
MA — Two month suspension for gas and diesel tax proposed
Massachusetts Governor Maura Healey proposed legislation to suspend the state’s 24¢ per-gallon motor fuels tax on gas and diesel for two months.
RI — Report generated through AI and human review was taxable
A report produced by artificial intelligence and human review was subject to Rhode Island sales and use tax.
We have compiled a list of websites that we have found to be helpful resources of information.
Tax
Financial
Money MagazineOnline edition; a great resource for financial information
Miscellaneous
WebMDResearch any ailment and keep on top of things
News
MSNBCUp-to-the-minute news
Internet Resource