Monday - Sunday : By Appointment Only

Call Us: +1 (215) 485-6929

Location: Richboro, Pennsylvania, USA

Home Appointment Preparation

Appointment Preparation

Review Document List Below

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Internal Revenue Service Information:
IRS Website
Check Refund Status
IRS Inquiry Phone: (800) 829-1040

Required Documents To Keep On File:

  • Copies of Drivers License or State IDs
  • Social Security Cards
  • Proof of Residence for dependents claiming EIC

    • Personal Records To Keep Forever:

  • CPA Audit Reports
  • Legal Records
  • Important Correspondence
  • Income Tax Returns
  • Income Tax Payment Checks
  • Investment Trade Confirmations
  • Retirement and Pension Records

    • Personal Documents To Keep For Three Years:

  • Credit Card Statements
  • Medical Bills (in case of insurance disputes)
  • Utility Records
  • Expired Insurance Policies

    • Income Documents:

  • Income from jobs: forms W-2 for you and your spouse
  • Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
  • Income from state and local income tax refunds and/or unemployment: forms 1099-G
  • Taxable alimony received
  • Business or farming income—profit/loss statement, capital equipment information
  • If you use your home for business—home size, office size, home expenses, office expenses
  • IRA/pension distributions—forms 1099-R, 8606
  • Rental property income/expense—profit/Loss statement, rental property suspended loss information
  • Social Security benefits—forms SSA-1099
  • Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
  • Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer
  • Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

    • Additional Tax Documents:

  • IRA contributions
  • Energy credits
  • Student loan interest
  • Medical Savings Account (MSA) contributions
  • Moving expenses (for tax years prior to 2018 only)
  • Self-employed health insurance payments
  • Keogh, SEP, SIMPLE and other self-employed pension plans
  • Alimony paid that is tax dedcutible
  • Educator expenses
  • State and local income taxes paid
  • Real estate taxes paid
  • Personal property taxes—vehicle license fee based on value
  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
  • Direct deposit information—routing and account numbers
  • Foreign bank account information—location, name of bank, account number, peak value of account during the year

    • Tax Deduction Documents:

  • Advance Child Tax Credit payment
  • Child care costs—provider’s name, address, tax id, and amount paid
  • Education costs—forms 1098-T, education expenses
  • Adoption costs—SSN of child, legal, medical, and transportation costs
  • Home mortgage interest and points you paid—Forms 1098
  • Investment interest expense
  • Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses
  • Casualty and theft losses—amount of damage, insurance reimbursements
  • Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)
  • Medical and dental expenses
    • Have any questions?

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    2022 Rates Provided by the IRS

    Current Tax Rates

    2022 Income Tax Brackets and Rates

    2022 income limits for all tax brackets and all filers, adjusted for inflation. Seven federal income tax rates in 2022 are as follows: 10 percent, 12 percent, 22 percent, 24 percent, 32 percent, 35 percent, and 37 percent. The marginal income tax rate of 37 percent will only apply to taxpayers with taxable income above $539,900 (single filers), and $647,850 is the target for married couples filing jointly...

    Rate Single Married Filing Joint Returns Heads of Households
    10% Up to $10,275 Up to $20,550 Up to $14,650
    12% $10,275 to $41,775 $20,550 to $83,550 $14,650 to $55,900
    22% $41,775 to $89,075 $83,550 to $178,150 $55,900 to $89,050
    24% $89,075 to $170,050 $178,150 to $340,100 $89,050 to $170,050
    32% $170,050 to $215,950 $340,100 to $431,900 $170,050 to $215,950
    35% $215,950 to $539,900 $431,900 to $647,850 $215,950 to $539,900
    37% Over $539,900 Over $647,850 Over $539,900

    2021 Income Tax Brackets and Rates

    For 2021, income limits for all tax brackets as well as all filers will be adjusted for inflation and will be as follows.... The top marginal income tax rate of 37 percent will hit taxpayers with taxable income of $523,600 and higher for single filers and $628,300 and higher for married couples filing jointly..
    As you review the brackets, the income ranges for each rate have been adjusted for inflation.

    Rate Single Married Filing Joint Returns Heads of Households
    10% Up to $9,950 Up to $19,900 Up to $14,200
    12% $9,951 to $40,525 $19,901 to $81,050 $14,201 to $54,200
    22% $40,526 to $86,375 $81,051 to $172,750 $54,201 to $86,350
    24% $86,376 to $164,925 $172,751 to $329,850 $86,351 to $164,900
    32% $164,926 to $209,425 $329,851 to $418,850 $164,901 to $209,400
    35% $209,426 to $523,600 $418,851 to $628,300 $209,401 to $523,600
    37% Over $523,600 Over $628,300 Over $523,600