SY ASSOCIATES

Member of Clear Focus LLC

TAX ALERTS!  


1.  Get Ready for Taxes:  Tax Tax Cuts and Jobs Act (TCJA) has changed how taxpayers file income taxes, especially for those who itemized their deductions.  With the doubling of the standard deduction, many tax payers who previously itemized will likely choose to take the new, higher standard deduction.  TCJA has also suspended personal exemptions, increased the child tax credit and limited or discontinued certain deductions.  For a resource on all of the changes as a result of TCJA, check out IRS Publication 5307, "Tax Reform Basics for Individuals and Families".


2.  Retirement Contributions Increased for 2019:  IRS Notice 2018-83 announced increases in the dollar limitations for pension and other retirement plans for tax year 2019.  Contribution limits for employees who participate in 401(k), 403 (b), some 457, and Federal Thrift Savings increased from $18,500 to $19,000.  Income ranges for determining eligibility to make tax-deductible contributions to traditional Individual Retirement Arrangements (IRAs), to contribute to Roth IRAs and to claim the Saver's Credit have all been increased for 2019. 


3.  Tax Scams: IRS has video tax tips on tax scams and other important topics.


TAX ORGANIZER:  Click on the part number below and print if needed. Mail the completed pages along with any required documentation (listed in Part 7) to this office for immediate service. You will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. 


If you e-mail our office (operations@SYAssociates.com) advising us that you have sent your tax materials, we will promptly notify you when your documents are received.


  • Part 1 :Required For All Returns. Includes Instructions, Taxpayer Information, Dependents,     Estimated Taxes, IRA Activity, Misc.  Income and Refund Direct Deposit Information.
  • Part 2 :Dependents, Interest & Dividend Income and Stock Sales
  • Part 3 :Needed If Itemizing Your Deductions
  • Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.
  • Part 4 :Needed If Itemizing Your Deductions
  • Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.
  • Part 5 :Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.
  • Part 6 :Rental & Business Income. 
  • Part 7 :Required For All Returns. Final checklist of documents and records needed.


File an Extension

Apply for an extension

Get Refund Status

Track Your Refund

Taxpayer Bill Of Rights

Know Your Rights

Tax preparation services are provided by SY Associates.  Such services are not affiliated with Clear Focus LLC, The Investment Center, Inc. or IC Advisory Services, Inc.