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Teachers' Tax Service
 
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Assisting  Educators with Tax and Financial Services
Teachers' Tax Service provides education and training designed for the needs of working professionals interested in paying less taxes and investing wiser.
 

For a printable version of checklist click the printer icon
 

This checklist was designed as your personal guide to compiling your tax documents. It is not a legal document; it may, however, save you time and remind you which tax documents you've accrued throughout the year.
Personal Data
Employment & Income Data
Homeowner/Renter Data
Financial Assets
Financial Liabilities
Automobiles
Expenses
Self-employment Data
Educators Tax Checklist
Professional Fees & Dues (Including Alumni, Association, Credentials, License, Parent Teacher Groups, School Dues, Union Dues and Others)
Continuing Education (Including Course fees, Registration fees, Lab fees, Materials and Supplies, Photocopy Expenses, Reference Materials, Research Expenses, Seminar fees, Textbooks, Test books, Transcripts, Tuition)
Telephone Expense (Including Fax, Pager, Toll Calls, Cell Toll Calls)
Classroom Supplies (Including Arts and Crafts materials, Audio Visual Rentals, Audio Visual Supplies, Books, Classroom Decorations, Computer Software, Film and Processing, Grading Expenses, Magazines and Newspapers, Music, Paper, Party Supplies, Photocopy, Printing, CD's, Stationery, Student Prizes and Award, Trophies, Visual Aids, Video Tapes, DVD's, Other)

 

Miscellaneous Tax Documents



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Our primary clients are teachers and school employees. Other clients are individuals that require income tax preparation or tax planning services. We can get you out of trouble, or better yet, keep you safe to begin with.
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