Countdown to April 15th, 2024
CLICK A SERVICE BELOW TO GET STARTED!
WHY APHRODITE?
Aphrodite was the Greek Goddess of love, beauty, and nature. She was born of the Sea and was widely worshiped as a Goddess of the sea, and seafaring. Here at Aphrodite Accounting we specialize in commercial fishing and rural Alaska businesses.
Being based in Petersburg, AK we honor and recognize the hard work and dedication it takes to be a part of the fleets that partake in the sacred act of harvesting our oceans great resources.
Our experienced professionals are dedicated to simplifying the tax process and empowering clients with personalized solutions.
We stay up to date with federal and Alaska state tax laws, providing accurate advice tailored to your unique circumstances. Our commitment to exceptional client service sets us apart, as we prioritize building long-term relationships and earning your trust.
We proudly support our local community and contribute to its growth by offering in-person and digital options in order to cater to your lifestyle, weather you are at sea or in port, we can facilitate tax and bookkeeping services.
OUR SERVICES
TAX PREPARATION
PAYROLL & BOOKEEPING
FINANCIAL CONSULTATIONS
TAX PREPARATION CHECKLIST
To ensure a smooth and efficient tax preparation process, it's helpful to gather the following documents and information before meeting with your tax professional:
PERSONAL INFORMATION
Full legal name, Social Security number (SSN), and date of birth for yourself, your spouse, and dependents.
Contact information, including address, phone number, and email.
INCOME DOCUMENTS
W-2 forms for employment income. 1099 forms for various types of income, such as freelance work, rental income, or investment gains.
Income statements for any side businesses or self-employment income.
Documentation of unemployment compensation received during the year.
INVESTMENT & RETIREMENT ACCOUNTS
Statements of investment earnings and losses, including 1099-B and 1099-DIV forms.
Records of any contributions or distributions from retirement accounts, such as 401(k) or IRA statements.
DEDUCTIONS & EXPENSES
Mortgage interest statements (Form 1098) and property tax records.
Receipts for medical expenses, including health insurance premiums and out-of-pocket costs.
Documentation of charitable contributions, both cash and non-cash donations.
Records of business expenses, such as travel expenses, office supplies, and mileage logs.
EDUCATION-RELATED EXPENSES
1098-T form for tuition payments and education-related expenses.
Records of any student loan interest paid during the year.
HEALTH INSURANCE COVERAGE
Forms 1095-A, 1095-B, or 1095-C to verify health insurance coverage.
OTHER DOCUMENTS
Any correspondence received from the IRS or state tax authorities.
Records of estimated tax payments made during the year.
Remember, this checklist is a general guide, and your specific tax situation may require additional documentation.
Organizing your records and providing accurate information will help your tax professional prepare your return accurately and identify all eligible deductions and credits.
Aphrodite Does It Right!
Rest assured, our team of financial service professionals is here to make tax season a nice ocean breeze. We specialize in tax & financial services that meet the unique lifestyles of Alaskans.
Contact us today to schedule a consultation call and sail through tax season with a calm mind, we are here for you!
ABOUT / INFO
DEADLINES & DATES
SERVICES
TAX PREPARATION
PAYROLL
BOOKKEEPING
FINANCIAL CONSULTATION
Copyright © 2023 aphroditetax.com. All rights reserved. How was your experience? Please leave us feedback