01/03/2023
Happy New Year
I want to thank you again for your trust and confidence in our office to provide you with your Income Tax needs. It is that time of year when our thoughts turn to W-2’s and tax returns. Our office will begin on Tuesday January 17, 2023. Just as a reminder that we have moved our office to our new location: 303 E. Broad Street Palmyra,
NJ 08065. Just a few blocks away from our old location.
Here’s a quick checklist of items you will need in order for our office to complete your 2022 Tax Return:
Income
W-2’s
1099 forms (Unemployment, etc..)
Bank Statements/Profit & Loss Statements (Business Clients)
Deductions
Education expenses (1098-T form required)
Medical Bills
Property Taxes and mortgage interest (1098)
Charitable donations
Child Care expense (Must have daycare form with Tax ID, address and amount paid)
PLEASE ENSURE YOU HAVE ALL OF YOUR DOCUMENTS IN HAND AND COMPLETE ATTACHED INTAKE SHEET BEFORE COMING INTO THE OFFICE.
You have three options to choose from in order for our office to complete your tax return:
1) You can drop off your paper work at the office or email your documents
2) Schedule an appointment to sit down and complete
3) Come in during walk-in hours
We encourage our clients to consider dropping off your paperwork at the office or email all of your documents for completion in order to expedite a quick turn around.
Please consider making an appointment in advance if you require
to meet face to face.
We are always trying to improve our services to you. If you have any suggestions, please let me know. I hope you continue to give me the opportunity to service all your tax and accounting needs. Please call to schedule an appointment at 856-735-5338.
Check out our website www.torrestaxservices.com for our office schedule.
Sincerely,
David Torres
Preparing your own income tax return can become a headache no one wants to deal with and usually leaves you with more questions than answers. With Tax Laws changing every year, it makes filing your income tax returns so complicated and a bit confusing. It’s so easy to overlook deductions and credi...