* Last year's tax return
* Original Form(s) W-2
* Schedule(s) K-1 from partnerships, S-corporations, estates or trusts
* Information about contributions to a pension or other retirement plan if this is the first year you received income from the plan
* Form(s) 1099 or statements reporting dividend, interest, retirement or other income
* Broker statements providing details of capital gains transactions
* Form(s) 1098 and copies of real estate tax bills, etc.
* Legal documents pertaining to the sale or purchase of real property

Questions?

Contact Taxdot by email: dottie@taxdot.net
or by phone: 231-533-5533
by mail:
or mail: Dottie Lualdi
3171 Shumaker
Bellaire, MI 49615

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GOOD INFORMATION:
Links For Your Convience
Frequently Asked Questions
T
op Ten Tax Tips
Is It Taxable or Non-Taxable?
Do You Owe Money to the IRS?
For Students with Summer Jobs
Earned Income Tax Credit
Help for the Unemployed Taxpayer
What to do if Your Name Changes
Social Security Bemefits Taxable?
First -Time Homebuyer Credit
Where's My Refund?
What to do if You are Missing a W-2
Deducting Medical/Dental Expenses
Bartering and Small Businesses
Get Your Prior Year Tax Info
e-File For FREE!
Two Tax Credits for Higher Ed
How to Determine Your Filing Status
Dependents and Exemptions
Do I Have to File a Tax Return?
The American Opportunity Tax Credit
About Making Charitable Donations
Nonbusiness Energy Property Credit
About Keeping Good Records
If You Receive an IRS Notice
Employees /Independent Contractors
Having Trouble Paying Your Tax Bill?

IRS Circular 230 Notice: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.

SOME OF THE THINGS YOU WILL NEED THINGS YOU NEED
FOR YOUR FIRST APPOINTMENT: