Thornapple Financial Center, Inc. and Money Concepts

Finishing up the 2011 Tax Season

Dramatic Design — Tue, 10 Apr 2012 21:45:56 +0000

Please Note:

The last day we will be preparing taxes will be Monday, April 16 and then our offices will be closed April 17-20, reopening with our off-season hours of Tuesday – Thursday, 9 a.m. to 4 p.m.

Newsletter Available

Dramatic Design — Tue, 03 Jan 2012 15:16:21 +0000

Did you know that you can receive our newsletters via email? Be sure to sign up for email distribution in the sign-up box to the right or on our Newsletter Page.

The most recent volume of our newsletter contains helpful information about Federal Tax Law Updates, Mileage Rates for 2011, Charitable Contributions, and other valuable information. You can download this issue of our newsletter here.

Your Appointment Checklist

Dramatic Design — Sat, 23 Jan 2010 14:38:55 +0000

If you are a returning client, please bring in you CD, so we can update it for this year.
As always bring in ALL your property tax statements from cities, villages or townships. Bring in those paid in 2011 and unpaid but levied in 2011.
ALL W2s and 1099s, interest statements form banks or credit unions.
Social Security statements if you receive Social Security
Total amount paid for out of state purchases, including Internet sales, if tax was not paid
Mortgage Interest, 2nd home interest, home equity interest
License plate fees
Health insurance premiums paid in 2011
Amount of Cash contributions
STATEMENTS of Non-Cash contributions
Amount paid for child care and to whom
College tuition paid in 2011, 1098T
Purchase AND selling dates for stock sales
Social Security cards for new dependents
Unemployment or Jury duty income
Jan through December BUSINESS mileage
Business/Medical/Contribution Mileage
Unemployment statements
W-2 G for gambling winnings, and gambling losses
1099Rs for pensions, IRAs, Roth IRAs
Investment Statements-1099B, DIV, Average COST BASIS
1099 C and 1099A for Cancellation of Debt & Foreclosure
Receipts for Energy Updates for your home

Money Concepts Newsletters

Dramatic Design — Fri, 22 Jan 2010 03:24:52 +0000

The latest versions of the Money Talks Newsletter are now available for download:

Preserving the Family Vacation – Top Tips to Keep Spending in Check

Dramatic Design — Tue, 23 Jun 2009 01:34:26 +0000

As the economy continues its climb out of recession, many families might be thinking twice about what they spend on the annual summer vacation. But there are ways to preserve the tradition by being smart about spending. Some ideas:

Get on the mailing list:

For any possible destination you can think of, go to their Web sites early and get on their mailing list. You might get plenty of endless chatter from the hotels, amusement parks and other destinations you’re interested in, but you might also find coupons to those locations and other linked businesses that could save you money. [Read the rest...]