35.   Social security lump sums

36.   Disability income

These days there are many facilities and aids to help you prepare your own returns. 

60m do just that. However around 90m people and organizations use a paid preparer.

Here are some situations/reasons you might want to call us to prepare your tax return:

28.  Indian Tribal taxes

11.  IRA withdrawals without Penalty

12.  W2 vs 1099 contractors

    15.  Gambling winnings

33.  State renters credit

23.  You have extra taxes (Net Investment Income Tax, Medicare Tax, Self Employment  income, excise

taxes, household employee taxes)

17.  Investments

31.  Refinancing

26.  Children’s earnings

27.  Foreign taxes

19.  Military benefits

20.  Disasters

34.  Making remodeling change to your house

30.  Mello Roose payments

29.  Mortgage >$1m

21.  Gifts of >14k

13.  Job Search Expenses

24.  

Tax credit programs for your children (Low income, energy, retirement and State specific programs)

22.  Assets outside the US (incl. bank accounts, business, real estate)

25.  Pay significant amounts of Sales Tax

16.  Employee business expenses

18.  High charitable contributions

14.  State Tax Refund

10.  IRS Dirty Dozen

9.  Job Search Expenses

8.  Alimony 

32.  Private Mortgage Insurance premiums

7.  Sale of Property

6.   Carried Interest

5.   Section 179  deduction

 4.   Hobby income

2.   Marriage (Wedding)

3.   Divorce

1.   Business of any kind

Topics that are

underlined are links

to more information

1.   Marriage (Wedding)