Income tax Preparation 

LL Suto Financial Planning, CFP

(Located inside Sandpoint Pack'nShip)

I am a Certified Financial Planner and have been helping people with their income tax returns for the past 12 years.

I try to find all the deductions that you are entitled to on your return which puts more money in your pocket.

I charge a flat fee of $175 for a basic tax return which includes your Federal and State returns plus efiling.  For more complex tax returns, I charge a flat fee of $225 or $375.

What do I need to bring in to prepare my tax return?

• Last year’s income tax returns – Federal and Idaho State

• Form W-2s-  wages and tax statements
• Form 1098s – includes mortgage interest (1098) and student loan interest ( 1098-E)
• Form 1099s – includes dividend income(1099-Div), interest income (1099-INT & 1099-OID), miscellaneous income(1099-MISC) Retirement plant distribution(1099-R) sale of home or real estate(1099-s) and unemployment compensation (1099-G)

Personal records (if you have these expenses)

• Child and Dependent care expenses
• Education expenses
• Medical expenses
• Real estate taxes, Mortgage interest
• Charitable contributions
• Gambling expenses , Retirement contributions , Moving expenses
• Alimony expenses and/ or income
• Earned income credit for children – verification can be a social security card, school records, day care payments.
• Insurance form 1095

Needed for e-filing:

• Bank information (account and routing number for direct deposit / withdrawal)