Preparation
W2's, 1099Int, 1099Div, 1099B
1099R's, 1099NEC, 1099Misc
1098 Tax/Mortgage Statement
1098T Tuition Statement
Medical Deductions
Charitable Donations (Receipts > $250)
NY State: Job Related Expenses
RMD's...age 72 for individuals born before 1951
Self Employed Spreadsheet
Rental Income Spreadsheet
Previous year's tax return for new clients only....
NY State employees must include both sides of the driver's license.
About Us
John Papa has been preparing income taxes for over 46 years. He is a retired Mathematics educator and school administrator. His experience and expertise are second to none. Being a small business operator he is able to give his clients the personal attention necessary to provide the maximum results on annual filings.