Adams & Associates assists Individuals, Sole Proprietors, Partnerships and Corporations with Income Tax Preparation, Tax Planning, Accounting, and Financial Planning

Our clients are those who do not want to be a number or a next at the franchise companies. These are the people who want someone they can trust and rely on, who will be there when they need them, and who do not close on April 15.

All business is conducted on a one on one basis in comfortable private offices, not card tables, or cubicles. There is no need to worry about others overhearing your personal finances. Our office is open year round, unlike those other companies who are closed after tax season. We know you may have ongoing tax problems or concerns and could use our help other times throughout the year.

We originally operated under the name Darryl J. Adams Financial Services, Ltd. Darryl founded the company in 1978 specializing in Tax Planning and Preparation. At the request of his clients, Darryl received the necessary credentials and began giving investment advice shortly thereafter. In 2000, Darryl changed the name to Adams & Associates.

We are a member of The National Association of Tax Professionals.

 What should I bring to my tax appoinment?

The following CHECKLIST is designed to help you obtain the necessary information to file a complete and accurate return. This CHECKLIST, together with documents noted must be available on your appointment date and provided to your preparer.

WAGES- Forms W-2

INTEREST- Forms 1099-INT

DIVIDENDS- Forms 1099-DIV

STATE AND LOCAL INCOME TAX REFUNDS- Forms 1099 G

BUSINESS INCOME-Schedule of income and expense amount, by category (i.e. rent, taxes, etc.)

CAPITALO GAINS (LOSS)- Forms 1099B, generally, from stocks and bonds. Need purchase date, cost/purchase price, sale date, sale price, if any commissions paid. This information is obtained from broker or historical records of client.

IRA, PENSIONS AND ANNUITIES- Forms 1099 R

RENTAL REAL ESTATE, ROYALTIES, PARTNERSHIPS, S CORPORATIONS, TRUSTS, ETC.- Schedule of rental income and expense amount, by category (i.e. taxes, interest, repairs, capital items [such as buildings. Land improvements, building improvements, need dates purchased, dates placed in service and costs/purchase price])

Forms- 1099- MISC and Forms K-1

UNEMPLOYMENT COMPENSATION- Forms 1099-G

SOCIAL SECURITY BENEFITS- Forms SSA-1099, and RPB-1099

OTHER INCOME- Forms W-2G, 1099-MISC, 1099-G, 1099-C

STUDENT LOAN INTEREST- Form 1098-E

QUALIFIED TUITION AND RELATED EXPENSES- Forms 1098 T

MORTGAGE INTEREST DEDUCTION- Form 1098, closing settlement statement if purchased or sold in the current year

REAL ESTATE TAX DEDUCTION- Form 1098, receipts of taxes paid, closing/settlement statement if purchased or sold in the current year.

FEDERAL, STATE AND LOCAL INCOME TAXES PAID-Form W-2, estimated payments to include dates paid and amounts

DEPENDENTS- Names, birth dates and social security cards

DONATIONS- Any donations made to charities (Church, Salvation Army, Good Will) If you donated a car you need to provide the 1099 that states the value.

EMPLOYEE EXPENSES- Amounts paid for employee expenses, such as Uniforms, Tools, Equipment, License Fees, Liability Insurance, Union dues.

HOME PURCHASE/SALE- Closing/Settlement statement for properties/residences purchased/sold or refinanced in the current year.

NOTE: The items highlighted represent past return problems and therefore give them your utmost attention. Additionally, the above checklist is not all-inclusive and should be presented with documents noted to your preparer. If information is not available this will delay the preparation for your return.