Income Taxes Were Always Overwhelming . . . Until We Started Using James Financial  

Many of our clients used this checklist to pull together their tax records and found it covered all the essentials while reducing the time it took to get their records in one place. This year you will find the list expanded to further reduce your work load. Just put the appropriate documents in an envelope or folder and drop it off. We’ll process your documents, look for missing items and verify things over the phone. You will always be able to review the returns before they are electronically filed. (See “Save Time” at the bottom of the next page.)

Your Checklist of the Most Common Records We’ll need to Prepare Your Taxes 

W-2s from all employers 

Forms 1099 for all non-wage income (INT, DIV, R, and G) paid to you in 2007 

Refund, Credit or Offset of state and local taxes from Virginia or other states  

Brokerage Statements if you invest in securities 

Mortgage statements (1098) and/or receipts for real estate and personal property taxes 

Settlement Statements if you purchased, refinanced or exchanged properties 

Receipts and documentation for all charitable contributions, both cash and noncash 

Income and expenses for rental properties (1098 mortgage statement for interest, taxes and insurance if escrowed; taxes and/or insurance if not; auto mileage to collect rent, inspect or do repairs; management fees; repairs; PUD or condo fees; utilities; service contracts; etc. 

Income and expenses for self employed businesses 

Income from royalties 

K-1s from partnerships, S-Corps, estates or trusts  

Social Security benefit statements and/or unemployment statements 

Income from jury pay, prizes, awards, gambling or bartering 

Medical and dental expenses if you think you have more than 7-1/2 % of your AGI including insurance premiums paid after tax 

Child daycare expenses along with the addresses and ID numbers of the providers 

A blank check for direct deposit of your refund  

Easy Tax Organization 

If we have done your return before, just summarize your data on pages 2, 3 and 4 on the data form. Or, call for a Custom Tax Organizer with last year’s titles and numbers printed on it for reminders. We’ll be happy to mail it to you FREE and POSTPAID.

Refer A Friend 

For the past 6 years we have rewarded our clients for sending the friends and relatives to us for tax preparation. We send you a “Thank You” card with a check for $20 for the referral. We also put your name in a drawing for a flat screen TV with a DVD player. We also give your referral at least a $20 discount on their tax prep fee. Our clients have received over $4,000 in cash and 5 TVs over the past few years. You might be next to win! 

We’d rather reward our clients for their referrals than pay for advertising!

Just to remind you, we are here year around in case you need help,

-         You get an “accuracy guarantee” (we’ll fix it at no charge to you and pay penalties and/or interest on our mistake),

-         You get FREE electronic filing of your federal and state returns

-         You can get all state returns done here, and

-         You get your tax questions answered year around as part of your tax service.

Call now for an appointment (757-490-7700) 

(Anyone who answers the phone can schedule your appointment)

Or

SAVE TIME – Use our Drop Off Service for Busy Taxpayers! 

We can better serve you by calling you while working on your return when we have an in-depth knowledge of your current year’s taxes. You get an update and we get clarification. You don’t have to sit in the office while we’re working on your returns.

Harry Shelley                            Barbara 

Harry James  Shelley James Barbara McKenney 

James Financial Services, Inc. 

152 Newtown Road, Suite 102

Virginia Beach, VA  23462-2400

757-490-7700 PHONE 757-499-2079 FAX 

email: jfs@visi.net 

Web Site: www.TaxDesigns.com 

 2009 CLIENT TAX ORGANIZER, CLICK HERE