Stone Financial Network Income Tax and Financial Services

Call Now 330-864-5350

Here are some answers to frequently asked questions:
  1. Do I need an appointment? No, but it is a good idea if you don't want to wait. Call 330-864-5350 for your appointment.
  2. Do I have to pay up front? No, your fees can be deducted from your refund. We also accept checks, credit cards and cash.
  3. Do we offer refund loans? No, with the IRS speeding up the direct deposit processing, the extra expense of a refund loan is not necessary.
  4. How long will it take? Normally, less than one hour.
  5. Can W-2 forms be downloaded? Yes, if your company participates in W2 Express.
  6. I have a question, can I talk to a live person? Yes, call 330-864-5350 for a free initial consultation.
  7. Where can I get a form that I need? We can print it for you, e--mail it to you or you can go to the IRS web site for any form at: irs.gov
  8. Do I need to have my W2 in order to file? Yes, we need your W2 in order to file your return electronically, according to IRS rules.
  9. What should I bring to my appointment? See below...

Tax Interview, Needed Information:

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:


• Name
• Date of Birth
• Social Security Card /ITIN/ATIN
• Last Year’s Tax Return
• Valid Driver’s License


INCOME AND TAX INFORMATION:


• W-2’s
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)

• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)


DEDUCTIONS/ADJUSTMENTS:


• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest


Stone Financial Network
1655 W. Market St. #425
Akron, Ohio 44313
Phone: 330-864-5350
email: stonenetwk@aol.com