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We at McCarthy Accounting and taxes hope your holiday season was filled with joy and the coming year is prosperous too. We wanted to take a moment to thank you for your support throughout our inaugural year. We have made several improvements to better service you. Our amazon team of Tresa, Fred, Lois, and Dave remain intact, and we even welcomed a new member: Administrative Assistant Carol Kopkau.

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 )
  • 1009B ( documents from Stockbrokers )
  • 1099 SSA ( Social Security )
  • 1095 ( A / B / C – Health Insurance )
  • Record of Estimated Tax Payments

If you will be itemizing, then you should also collect:

  • 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 filling 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 b 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 year, and look forward to speaking with you soon.


with Warm Regards,

McCarthy Accounting and Taxes