Preparation
W2's, 1099Int, 1099Div, 1099B
1099R's, 1099NEC, 1099Misc, 1099K
1098 Tax/Mortgage Statement
1098T Tuition Statement
Medical/RX Deductions
Charitable Donations (Receipts > $250)
Non-Cash Donations (Receipt from organization including addresses)
NY State: Job Related Expenses, miscellaneous, etc.
RMD's...age 72 for individuals born before 1952
Self Employed Spreadsheet (Schedule C)
Rental Income Spreadsheet (Schedule E)
Previous year's tax return for new clients only....
NY State employees must include both sides of their driver's license.
IP PIN (apply each year) ID.me
About Us
John Papa has been preparing income taxes for over 46 years. He is a retired Mathematics educator and school administrator. His experience and expertise are second to none. Being a small business operator he is able to give his clients the personal attention necessary to provide the maximum results on annual filings.