I am pleased to announce that I have earned the elite designation of IRS Enrolled Agent.
What this means to you is that I have proven I have the knowledge and skills necessary to properly prepare your tax returns and to help you deal with any tax issues that arise.
I am authorized by the IRS to represent you on all tax matters, including any audits.
Please keep me in mind for all of your tax needs, including preparing and filing your tax returns.
Kelli Hegsted, MBA, EA
Owner - KDH Business Services LLC
You can check out my website at: www.KdhBusinessServices.com
Showing posts with label taxes. Show all posts
Showing posts with label taxes. Show all posts
Saturday, February 9, 2013
Preparing for your tax appointment
Happy Tax Season
Now is the time to start preparing for your tax appointment.
The more prepared you are at this appointment the less stress and anxiety you will have as you preparer works through your return.
The following is a list of items you may need to take with you to your appointment. (this is not meant as an all inclusive list, as you may have other items that need to be reviewed as well)
- Last year's tax return
- Original W-2 Forms
- Schedule(s) K-1 from any partnerships, S-Corps, estates or trusts
- Copies of other compensation documents, such as any 1099's
- Any retirement or pension documents, such as any 1099-R's
- Brokerage Statements
- Any 1098's including those for Mortgage interest
- Personal Property Taxes Paid
- Sales Tax paid for large items, such as boats, vehicles, etc
- Copies of closing statements regarding the purchase or sale of real property
- Daycare expenses
- Higher Education expenses, including student loan interest
- Medical and Dental Expenses
- Charitable Contributions
You may have additional items that will be required to finalize you return, in which case your preparer will let you know what those are.
If you require further information or have questions please contact me.
If you are in need of a tax preparer give me a call and we'll set up an appointment to review your records and get your taxes prepared and filed.
Kelli Hegsted, MBA, EA
IRS Enrolled Agent / Tax Preparer
Labels:
accounting,
bookkeeping,
filing,
KDH Business Services,
small business,
tax preparation,
taxes,
W-2,
year end
Sunday, February 12, 2012
Preparing for your tax appointment
Happy Tax Season
Now is the time to start preparing for your appointment with your tax preparer.
The more prepared you are at this first appointment the less stress and anxiety you will have as you preparer works through your return.
The following is a list of items you may need to take with you to your appointment. (this is not meant as an all inclusive list, as you may have other items that need to be reviewed as well)
- Last year's tax return
- Original W-2 Forms
- Schedule(s) K-1 from any partnerships, S-Corps, estates or trusts
- Copies of other compensation documents, such as any 1099's
- Any retirement or pension documents, such as any 1099-R's
- Brokerage Statements
- Any 1098's including those for Mortgage interest
- Personal Property Taxes Paid
- Sales Tax paid for large items, such as boats, vehicles, etc
- Copies of closing statements regarding the purchase or sale of real property
- Daycare expenses
- Higher Education expenses, including student loan interest
- Medical and Dental Expenses
- Charitable Contributions
You may have additional items that will be required to finalize you return, in which case your preparer will let you know what those are.
If you require further information or have questions please contact me.
If you are in need of a tax preparer give me a call and we'll set up an appointment to review your records and get your taxes prepared and filed.
Kelli Hegsted, MBA
Tax Return Preparer/Accountant
www.kdhbookkeeping.com
Labels:
accounting,
KDH Business Services,
tax preparation,
taxes
Monday, January 24, 2011
Year End Craziness
Happy January 24th, 2010
Less than one week left to file all of your year end reports. All of the following must be mailed no later than January 31st!
If you have employees you should be filing or have filed the following reports/forms:
W-2's
Employment Security (Unemployment)
Labor and Industries (L&I)
941 (Federal Withholding, Social Security and Medicare)
940 (FUTA)
If you had contracted help that you paid over $600 to, any payments to an attorney, or any of the other payments that would require you to file:
You need to file 1099 forms
Annual B&O filers must have 2010's B&O Report filed by the 31st of January as well.
If you do not know what all of these are, or just need help getting them filled out and filed give me a call. I can help and make it as painless as possible for you.
I can e-file your W-2's and W-3 - one less thing for you to do.
Whew - that's a lot of stuff for one little company to have to deal with. That is why KDH Business Services is in business. It is my job, and my passion, to help YOU succeed in your Business!
Call Kelli @ 360.480.3284 and get on the schedule before it's too late. You shouldn't have to pay penalties and interest to the IRS or the State.
Less than one week left to file all of your year end reports. All of the following must be mailed no later than January 31st!
If you have employees you should be filing or have filed the following reports/forms:
W-2's
Employment Security (Unemployment)
Labor and Industries (L&I)
941 (Federal Withholding, Social Security and Medicare)
940 (FUTA)
If you had contracted help that you paid over $600 to, any payments to an attorney, or any of the other payments that would require you to file:
You need to file 1099 forms
Annual B&O filers must have 2010's B&O Report filed by the 31st of January as well.
If you do not know what all of these are, or just need help getting them filled out and filed give me a call. I can help and make it as painless as possible for you.
I can e-file your W-2's and W-3 - one less thing for you to do.
Whew - that's a lot of stuff for one little company to have to deal with. That is why KDH Business Services is in business. It is my job, and my passion, to help YOU succeed in your Business!
Call Kelli @ 360.480.3284 and get on the schedule before it's too late. You shouldn't have to pay penalties and interest to the IRS or the State.
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