Individual Tax Services

Tired of using the tax software?  Make the step up to a real person.  The Tax Lady excels in individual returns.  She has your interests at heart. 

Take, for example, the Federal Housing Tax Credit for First-Time Home Buyers.  Did you know up to $7,500 is available in tax credits for qualifying buyers?  Additional credits are available for implementing “green” technologies - up to 25% of the costs incurred by installing solar power or water heating are covered by South Carolina tax breaks!

Let The Tax Lady take the anxiety out of the dreaded April 15th and save money as well!

When filing, please have the following documents/information available:

1. •Copy of previous years(s) tax returns
   

2. •All W-2's and 1099's
   

3. •Medical, dental, etc. expenses; premiums paid, not reimbursed or paid by employer
   

4. •Sales tax paid
   

5. •Statement of mortgage interest and points (Form 1098)
   

6. •Records of charitable contributions
   

7. •Gambling winnings/losses
   

8. •Records of property tax payments
   

9. •Work related expenses not reimbursed by employer, such as uniforms, tools, vehicle mileage, etc.
   

10. •Spouse's Schedule A if filing MFS
    

11. •Documents with purchases dates and sale dates for original purchases and sales of capital assets (e.g. sale of home)
    

12. •Paperwork for the purchase of any stock sold appearing on Form 1099-B
    

13. •All Schedules K-1 received
    

14. •Rental property owners; rent received and all expenses paid
    

While not exhaustive, the previous list will help to make your filing experience with The Tax Lady swift and stress free.  Feel free to Contact Us with any questions or specific requests.