Member of Clear Focus LLC

TAX ALERT!  Please be aware that the IRS may be contacting you by mail as part of their new anti-identity theft program.  If the IRS suspects that someone other than you may have filed a return in your name in order to claim your refund, you will receive a letter requesting verification.  Called a 4883C letter, you must respond and verify your identity for the processing of your return.  If you fail to respond, the IRS will consider your return as not filed.  Here's a link to the IRS website with details on the 4883C letter.

TAX ORGANIZER:  Click on the part number below and print if needed. Mail the completed pages along with any required documentation (listed in Part 7) to this office for immediate service. You will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. 

If you e-mail our office ([email protected]) advising us that you have sent your tax materials, we will promptly notify you when your documents are received.

  • Part 1 :Required For All Returns. Includes Instructions, Taxpayer Information, Dependents,     Estimated Taxes, IRA Activity, Misc.  Income and Refund Direct Deposit Information.
  • Part 2 :Dependents, Interest & Dividend Income and Stock Sales
  • Part 3 :Needed If Itemizing Your Deductions
  • Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.
  • Part 4 :Needed If Itemizing Your Deductions
  • Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.
  • Part 5 :Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.
  • Part 6 :Rental & Business Income. 
  • Part 7 :Required For All Returns. Final checklist of documents and records needed.

File an Extension

Apply for an extension

Get Refund Status

Track Your Refund

Taxpayer Bill Of Rights

Know Your Rights

Tax preparation services are provided by SY Associates.  Such services are not affiliated with Clear Focus LLC, The Investment Center, Inc. or IC Advisory Services, Inc.