Mobile Tax Services with Vyzion Business Development

Feb. 6, 2013 - PRLog -- With our Tax Preparation Service, we promise our clients fast answers, professional advice, and personal support.  We offer a full range of accounting, tax, and financial service options designed to meet the needs of your businesses.

Mobile Tax Services are provided for the Lincoln, Gaston, and Catawaba counties in NC and Richland, Lexington and Farfield counties in SC.

What to Bring So that we may serve you as quickly and efficiently as possible and ensure your tax returns accuracy, please bring the following records, where applicable:

Personal & Income Data
Social Security Numbers (including spouse and children)
Child care provider: Name, address and tax I.D. or Social Security Number
Alimony paid: Social Security Number
W-2 forms for this year
Unemployment compensation: Forms 1099-G
Miscellaneous income including rent: Forms 1099-MISC
Partnership, S Corporation, & trust income: Schedules K-1
Pensions and annuities: Forms 1099-R
Social Security/RR1 benefits: Forms RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winnings Prizes and awards
Scholarships and fellowships
State and local income tax refunds: Form 1099-G
Homeowner/Renter Data
Residential address for the year
Mortgage interest: Form 1098
Saleof your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses
Financial Assets & Liabilities
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R
Student loan interest paid Early withdrawal penalties on CDs and other time deposits
Automobiles Personal property tax information
Expenses
Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
Volunteer work expenses
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) Investment expenses
Job-hunting expenses & Job-related education expenses
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation fees
Self-employment Data Business income: Forms 1099-MISC and/or own records
Partnership SE income: Schedules K-1
Business-related expenses: Receipts, other documents & own records
Farm-related expenses: Receipts, other documents & own records
Employment taxes & other business taxes paid for current year: Payment records
Miscellaneous Tax Documents
Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees Medical expenses
Casualty or theft losses
Other expenditures that may be deductible
Other revenue or sales of property that may be taxable

When are we Available for you? . . .

Hours of operation for year round service are extremely flexible to meet your schedule and needs.

We are always available by appointment. Just give us a call at 704-240-8939!

Fax your documents to 404-751-0139

Monday thru Friday: 9 am until 8 pm Saturdays: 9 am until 7 pm and as always other times including Sundays: By Appointment.
Tax Preparation Office Or House Calls - No Extra Charge!