Liz Gaengel Tax Service

Business as usual at my new address
12304 W Layton Ave
Greenfield WI 53228
Hope to see you in the New Year!
My client letter will go out mid January.

Just a heads up in case you drive by or hear through the grape vine, I'm moving in the next month. Business as usual in my new home. Details to follow.

Time to gather your documents:
Income documents:

Income from jobs: forms W-2 for you and your spouse
Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
Income from state and local income tax refunds and/or unemployment: forms 1099-G
Taxable alimony received
Business income—profit/loss statement, capital equipment information
If you use your home for business—home size, office size, home expenses, office expenses
IRA/pension distributions—forms 1099-R
Rental property income/expense—profit/Loss statement, rental property suspended loss information
Social Security benefits—forms SSA-1099
Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Happy 2023! Look forward to assisting you in the near future. If you're on my mailing list my letter will go out in the next two weeks. If you're not on my list, what are you waiting for.

Liz Gaengel Tax Service can help!

Santa wasted no time getting his taxes done. Must be ready for his long winter nap. Good job Santa.

Way to give it Logan! Love watching you play. Fall enjoyment!