• Phone:(401)765-1235

Individuals

We Help Make Life a Bit Less Stressful

Tax planning can be stressful. Our skilled tax professionals help you to plan year to year, as well as for the future.

Prepared for the Present and Confident in the Future

As an individual, there’s a level of comfort that comes from being prepared for each day, as well as for the future. Our team of tax professionals will help you to plan and complete your annual tax returns, so you will never have to worry about complications with the IRS.

• Estates and Trusts
Our firm helps you, and your loved ones, plan for that inevitable time when you are no longer around. We’ll help you ensure that there are no surprises or complications left to burden your family. Our goal is to make sure that your estate is structured in a way for both clarity and favorable tax treatment.

• Tax Planning
Our tax professionals will meet with you early each year to develop a personalized plan that will reduce your individual tax liability and allocate more money into your retirement funds.

• Tax Preparation
We will help you prepare your taxes in a timely manner to avoid any late filing fees or IRS issues. Your tax returns will be completed accurately, taking into consideration the latest federal and state tax laws and provisions that could potentially save you money.

Our Services

What Should I Bring To My Tax Return Appointment?

Wage & Earnings Statements

• All W-2, 1098, 1099, & Schedule K-1 Forms
• Job-Related Educational Expenses or Unreimbursed Employment Related Expenses
• Savings & Interest & Divided Statements
• Rental Income & Expenses
• Social Security, State Income Tax Refund, & Unemployment Compensation Forms
• All Retirement 5498 Forms
• Lottery & Gambling Winnings & Losses
• Hobby Income & Expenses
• Prizes & Awards
• Trusts
• Healthcare Reimbursements
• Jury Duty Records

Personal & Dependent Information

• Social Security or ITIN Numbers For Anyone That Will Be Included on Your Tax Return
• All Date-of-Births For Anyone Being Included on Your Tax Return
• Childcare Payment Records Along With Licensed Provider's ID Number(s)
• Income of Other Adults in Home
• All Records of Wages Paid To Babysitter & Their SSN
• Any Alimony Payments Made Along With Ex-Spouse's SSN

Previous Year's Tax Return

• Only Needed If You Are A New Client

Expenses

• All 1098 Forms & Any Other Mortgage Interest Statements
• Real Estate & Personal Property Taxes Paid
• Amount of State & local Taxes Paid (Not Including Wage Withholdings)
• Health Expenses & Mileage
• Invoices of Vehicle State Sales Taxes Paid
• Charitable Donation Records (Cash & Non-Cash)
• Tuition & education Fees & Student Loan Interest Paid
• Moving Expenses
• Mileage Records & Expenses For Charity Work
• Casualty & Theft Losses
• Federal & State Estimated Taxes & Any Foreign Taxes Paid
• Qualified Energy Efficient Home Improvement Purchases
• Job Hunting Expenses

Business Expense Records

• Mileage
• Meals & Lodging Expenses
• Business Rent's Paid Along With Landlord's Name & Address
• Travel Expenses
• Educator Expenses Paid
• Parking & Toll Amounts
• Office Home Information

Business Use of Home Information

• Square Footage Calculation of Area Used For Business
• Date Began Using The Space For Business
• Original Purchase Price Paid For The Property
• Summary of Utility Expenses
• Major Home Improvements & Direct Office Expenses

Healthcare

• Any & All 1095 Forms Through The State or Federal Exchange
• Marketplace Exemption Certificate (ECN) If You Applied For & Received An Exemption From The Exchange

Federally Declared Disaster

• Records of Property Loss
• Records of Building/Repair Costs
• Insurance Reimbursements/ Claims To Be Paid
• FEMA Assistance Information
• City/County Lived/Worked/Had Property In

Bank Information

• Savings Account Number and Routing Number
• Checking Account Number and Routing Number for Direct Deposit

Schedule a Free 1 Hour Consultation


Latest News

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15 Tax Deductions for Entrepreneurs

The new tax code law has maintained most of the self-employment deductions and now has included some new deductions to help offer some relief. Some of the tax deductible benefits the self-employed can look to claim this year is: receiving a deduction on 50 percent of the Social Security and Medicare taxes your pay as both employer and employee; you will still be able to deduct 50 percent on food and beverages having to do with business, though certain entertainment expenses have been eliminated. Small businesses now have a new deduction, the Qualified Business Income Deduction (QBI), in which they can deduct up to 20 percent of their QBI.

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Smoking E-Cigarette

Rhode Island Proposing 1% Tax In Vaping

Senator Ana Quezada of Rhode Island is proposing that the state enact a 1 percent tax on the sales of hookah and vaping products. The senator plans to use the money from the acquired sales tax on the products to send back to cities and towns to go toward educating the youth on the dangers of smoking e-cigarettes. A spokesman for the Consumer Advocates for Smoke-Free Alternatives Association argued that the state has plenty of money to already educate the youth with the nearly $200 million they collected in 2018 from tobacco revenue. He also went on to say the tax would be a punishment to those looking to get away from smoking tobacco products.

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Tax Return Check

Massachusetts and Rhode Island Residents Angry Over Smaller Tax Returns

This year has seen the biggest tax overhaul in years from the Tax Cuts and Jobs Act. Many residents in Massachusetts and Rhode Island are frustrated over seeing a smaller tax return, though they did not pay more in federal. With the new withholding changes, many Americans were taking home more home in their paychecks, which resulted in less being withheld and having a lower tax return. Unfortunately, the new cap on SALT tax deductions hurt many residents as the automobile taxes, high real estate taxes, and high state taxes for both Massachusetts and Rhode Island caused many to go over the $10,000 threshold.

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