Gattinger CPA is Not Currently Accepting New Clients

Gattinger CPA can prepare your annual tax return, provide IRS representation and tax planning. 

During the Spring 2009 tax season (January-April 15), returning clients will have priority.  We will gladly file extensions for new clients and provide amount due/refund estimated tax information.

Checklist

Listed below are some of the items we will need (if applicable) to prepare your tax return. 

INCOME

• W-2’s

• 1099-MISC

• Social Security

• Unemployment compensation

• Mortgage interest

• Dividends

• Sales of Stocks and Securities

• IRA contributions

• Pension

• Annuity distributions

 EXPENSES

• Child and dependent care expenses

• Schedule K-1s

• Medical and dental expenses

• Real estate & personal property taxes paid

• Mortgage interest

• Charitable contributions

• Higher education deductions & student loan interest paid

• Job related moving expenses

• Safe deposit box rental

• Tax preparation fees

• Union dues

• Adoption credit

 INCOME AND/OR EXPENSE

• Rental property

• Farm property

• Alimony (paid or received)

• Gambling winnings and losses

SELF-EMPLOYED EXPENSES

• Health insurance premiums

• Keogh & SEP plan contributions

• Automobile expenses

• Meals & entertainment

Thank you for visiting the Gattinger CPA website.  Information included in this website is general in nature and should not be used to replace professional advice customized for your situation.

Send e-mail to Dave@GattingerCPA.com with questions or comments about this web site.
Last modified: 12/01/09