Ask the Professional

Check Your Return

Secure File Transfer

Meeting With Us

Tax Season Hours

Jan. 26 thru April 14

Mon.–Fri. 9am to 6pm
Sat. – 9am to 4pm
Sun. – closed

No walk-in service Wednesday.  Drop off and pick-up only.


 

Regular Hours

April 15 thru Jan. 25

Mon. – Fri. 9am to 5pm
Saturday – closed
Sun. – closed


 

Contact Information

1912 Main St. Pittsburgh, PA 15215

Phone:
(412) 781 – TAXS
( 781 – 8297 )

Fax:
(412) 781 – 8992

Email:
email@dmhuston.com

Meeting with us

The following is a list of things you should bring with you when meeting with us for the first time.  If you have any questions, feel free to contact us by phone or email. 

General Items

If it’s your first year with us, bring a copy of last year’s tax return and copies of social security cards for everyone claimed on the return.

 

Dates of birth for taxpayer, spouse and children.

 

Labels, envelopes and forms from taxing authorities.

 

W-2 forms, 1099’s and any other statements of income such as;

 

Interest, Dividend and/or Capital Gains Income

 

Business or Rental Income

 

IRA, Pension/retirement income

 

Unemployment Compensation

 

Social Security Income

 

Lottery or Gambling winnings

 

Cancellation of Debt notices

Common Adjustments and Credits

 

IRA Contributions

 

Student Loan Interest

 

Did you buy a Hybrid Vehicle?

 

Pay any Tuition for yourself or a dependent?

 

Are you a Teacher?

 

Pay for Child Care or Senior Care?

 

Did you move this year?

 

Did you put in a new furnace, insulation or other energy saving improvements?

 

Do you Pay Alimony to anyone?

 

 

Common Personal Deductions

Medical Expenses:

 

Medical Insurance premiums that YOU paid - health, vision, dental, cancer insurance policies

 

Doctors, Dentist, Hospitals, Co-Pays, Deductibles paid during year

 

Prescriptions

 

Med. Supplies & Equipment - Eyeglasses, Dentures, Crutches, Hearing Aides, etc.

 

Long Term Care Premiums

 

Mileage back and forth to the doctor, dentist, etc.

 

Parking for Doctor, dentist, etc.

 

 

Taxes:

 

Property Taxes - your home, camp, land, etc. PAID during the year

 

Sales Taxes - Did you buy a vehicle or make any large purchases (more than $5,000)?

 

Personal Property Tax

 

 

Interest:

 

Mortgage Interest - all mortgages & home equity loans

 

(if you paid one off during the year make sure you get the interest paid on that one too)

 

Points paid on the purchase of a home (bring the settlement sheet)

 

Investment Interest paid

 

 

Charitable Contributions

 

Checks and cash paid to registered charities & churches (you must have documentation)

 

"Other than Cash" - clothing and furniture donated

 

(you MUST have an appraisal for all donations made after 8/17/06)

 

 

Casualty & Theft Losses

 

Any Fire or Theft Losses of more than $1,000 that were not covered by insurance?

 

 

Job Expenses

 

Union Dues

 

Uniforms & Uniform Maintenance

 

Continuing Education

 

Book, Reference Manuals, etc.

 

Tools, Equipment, Supplies

 

Safety Shoes & Clothing

 

Mileage (to 2nd location or Job)

 

Unreimbursed travel expenses (Lodging, Meals, travel)

 

 

Miscellaneous deductions

 

Tax Preparation Fees

 

Safe Deposit Box

 

Investment fees & expenses

 

Gambling Losses (only if you had winnings)

 

 

Website Privacy Statement

 

Copyright 2015 David M. Huston and Sons  Contact Phone Number: (412) 781-TAXS (781-8297)

Hosted and designed by Taxprosites.com