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Mazuma’s 2016 Earlybird Tax Deal

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Be an earlybird! Send your tax documents to Mazuma by February 20th and we’ll send you an Amazon gift card.

Mazuma Earlybird checklist:

1.  If Mazuma did NOT prepare your taxes last year, start here:

  • Full names and relationship of all family members
  • Social security numbers for all family members
  • Birthdays of all family members
  • Filing status – Married, Single, Head of Household, etc.
  • Full address

2. If Mazuma DID prepare your taxes last year, skip step 1 and start here:

Income

  • W2s received
  • 1099s received (interest, dividends, miscellaneous, capital gains, etc.)
  • K1s received
  • Unemployment benefit statements
  • Social Security benefit statements
  • Alimony
  • Rental property income documentation
  • Other business income
  • Tax refunds from the State
  • Documentation related to any other income received

Deductions

  • IRA contributions
  • IRA withdrawals
  • Mortgage interest
  • Charitable contributions (cash, miles driven, other donations, etc.)
  • Medical expenses (including insurance premiums if substantial after tax premiums paid)
  • Real estate taxes
  • Any other taxes
  • Unreimbursed employee expenses (personal expenses paid for business, job search costs, uniforms, etc.)
  • Child and dependent care expenses
  • Business use of home expenses (sq. footage of office vs. sq. footage of home)
  • Questions about any other deductions

As always, call or email us with any questions.

Tax Season 2016.  BRING IT ON!

Ben Sutton

Ben Sutton

Ben Sutton is the founder of Mazuma USA, an accounting firm providing tax, bookkeeping and payroll services to small businesses. Since founding Mazuma, Ben has established himself as an expert in the small business world. He’s still driven by that same desire to provide accounting help to all small businesses – from photographers, bloggers and creatives to lawyers, doctors, and dentists, everyone needs affordable accounting help. Ben is a Certified Public Accountant, and a member of the American Institute of Certified Public Accountants. But Ben considers his greatest achievement and credential to be his happy wife and four children.

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