Charles Coker, CPA

Managing and Growing Your Business—Our goal is to make your life less taxing

With over 30 years of experience, we can prepare your personal federal and state income taxes. We specialize in new homeowners tax returns, and can do all 50 states as well as prior year returns.  When you mention this web page you’ll get a 30% discount off of our tax preparation services. 

We offer FREE electronic filing when we prepare your Federal and State Returns.

Conveniently located in Northern Virginia (see Directions), we have evening and weekend appointments available.

Call us today at (703) 931-3295 x 108 or email me at charles.coker@cpa-coker.com to schedule an appointment.

 

Individual Tax Preparation Services

Income Tax Preparation Documents Checklist

 

· All your (and your spouse’s) Wage and Tax Statements (W-2)

· All your 1099 forms that you received from Banks or Investments

· If you bought and/or sold real estate, the (HUD-1) Settlement Statements

· Mortgage Interest and points paid (Form 1098)

· Your Keogh, or IRA contributions for the tax year

· County Personal Property Taxes paid

· Real Estate Taxes paid

· Any estimated taxes paid

· Residency change - if you moved to/from another state: date of move

· Social security numbers for everyone (you and your dependents)

· Your childcare provider’s name, address and federal ID

· If you own a rental property, related income and expense information

· A detailed list of Charitable Donations (cash & non-cash items) w/ estimated values

· Non-reimbursed Business Expenses (ex: continuing education, computer, travel...)

· If you sold any stocks, the date you sold them, your proceeds, AND when you acquired the stocks and what their average cost basis was.

· Major Theft or Casualty Loss

· Major Medical or Dental Expenses

· Voided Check (for electronic filing refund account verification)

· If self employed – Income, expense, and equipment purchased info

· If we didn’t do your taxes last year, please bring a copy of your prior year federal and state tax returns for us to review

Phone: 703-931-3295 x108

Fax: 703-931-3690

E-mail: charles.coker@cpa-coker.com

Web: www.cpa-coker.com

Retirement Planning

What are the right investment vehicles for you?  How can you reduce your tax liabilities and increase your assets?  We can advise you on your retirement and savings plans too.