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We at McCarthy Accounting and Taxes hope your holiday season is filled with joy and the coming year is prosperous too. We wanted to take a moment to thank you for your support throughout this year. Our amazing team of Tresa, Fred, Lois, Dave, and Carol remains intact, and we even welcomed a new member: Courtney Kammueller. 

The year is soon coming to an end. As we look forward to the coming tax season, we wanted to offer a checklist guideline of documents you’ll need to set aside in order for us to complete your taxes. We will again offer an organizer to anyone who desires one. 

  • W-2’s
  • 1099 (Int / Div / Misc)
  • 1099B (documents from Stockbrokers)
  • 1099 SSA (Social Security)
  • 1095 (A / B / C – Health Insurance)
  • Record of Estimated Tax Payments

The IRS has changed the itemizing rules:

The standard deductions for 2019 has gone up to 12,000 for Single and 24,000 for MFJ

If your itemized deductions last year were more than these amounts you may collect/send the following:

  • Real Estate Tax amount
  • Medical / Dental Expenses
  • Medical Insurance
  • Charitable Contributions (Monetary or Material)
  • 1098 (Mortgage Interest)

If you are claiming children (Dependents), you will need to provide the following of the Dependent’s information:

  • Name
  • Birthdate
  • Social Security Number

If your Dependent is in college, you will need to provide a copy of their 1098T and a 1099Q (if they are on a Prepaid Plan).

Please inform us if your filing status or any exemptions have changed. In addition, if you have had any other financial transactions (ie: sale of house or stocks) that occurred during the year.

Once you have collected all the necessary paperwork, feel free to drop it by for us to begin a review and complete your return. If you have had significant changes, or would like to make an appointment, please call and we will be happy to schedule a meeting for you with your tax preparer.

We hope everyone has had a healthy and happy year, and look forward to speaking with you soon.


With warm regards,

McCarthy Accounting and Taxes