Income Tax & Bookkeeping

MARY LEMONS, EA, ABA

Enrolled to Practice before the

Internal Revenue Service

Accredited Business Accountant

207 N. Main St / P. O. Box 470

Darby, MT 59829

Phone: (406) 821-3362 / Fax: (406) 821-3936

I would like to welcome you to my website!

I have been in the tax preparation business for over 30 years. During my years working in this profession, I have realized that a key to success is being able to obtain information to assist you in your business.

This website has been designed to help you find information you need as quickly and efficiently as possible. By clicking on the web addresses below you can access the IRS website, the Montana Department of Revenue website, the Montana Secretary of State website as well as the 1040.com website. The 1040.com website will allow those of you who are able to prepare your own tax returns a chance to do so and e-file it all at a discounted rate with easily understood instructions.

Working with me in the office I have two full time employees, Lenita and Helen, who can answer tax, payroll and bookkeeping questions. During the tax season, my staff is increased by three more capable employees, Shelly, Collette and Mary Ann.

Give my office a call with your questions at the numbers above or stop by the office. I am now located in Darby at 207 N. Main.

Internal Revenue Service

http://www.irs.gov

Missoula Office
(406) 721-3189
2681 Palmer St. Floor 2
Missoula, MT

Check on refunds
1-800-829-4477

Federal Tax Questions
1-800-829-1040

Montana Department of Revenue

http://www.mt.gov


Missoula Office
(406) 329-1400

2681 Palmer St.
Missoula, MT

Helena
(406) 444-6900

Mail Returns to:

Income Tax Div.-Refund/Zero Balance
Department of Revenue
P. O. Box 6577
Helena, MT 59604-6577

Income Tax Div.-Payment
Department of Revenue
P. O. Box 6308
Helena, MT 59604-6308

Secretary of State

http://www.sos.mt.gov



CHECKLIST

GENERAL INFORMATION:
___ Dependent Change - Social security numbers (bring card for verification) and dates of birth on any
member of the household that has changed or been added during the year.
___ Address and phone change
E-Mail Address ______________________

GENERAL INCOME	GENERAL DEDUCTIONS
___ W-2’s from employers	___ IRA Contributions
___ Retirement Income – 1099R	___ Student Loan Interest
___ Social Security Income	___ Moving Expenses
___ Interest Income – 1099INT	___ Alimony Paid (Ex-spouses SS# needed)
___ Dividend Income – 1099 DIV
___ Unemployment – 1099G
___ Tax Refunds – 1099G	ITEMIZED DEDUCTIONS
___ Stock Sales (purchase & sales information needed)	___ Medical Insurance Premiums
___ Sale of Assets (purchase & sales information needed)	___ Doctors, Dental, Clinics, Hospitals, Pharmacy
___ Miscellaneous Income	___ Medical Equipment/Supplies
___ Alimony Income	___ Medical Miles
	___ Auto Licenses (copy of registration needed)
___ Business- Self Employed	___ Real Estate and Personal Property Taxes
All income & expenses	___ Home Mortgage Interest Paid (In year of
___ Ranching/Farming	purchase or sale--bring in closing statement)
All income & expenses	___ Contributions
___ Rental Income	___ Casualty or theft losses
All income & expenses	___ Safety Deposit Box Rent
	___ Investment Expenses
	___ Union Dues
INFORMATION FOR CREDITS	___ Work Related Expenses
___ Child Care Expenses
___ Education Costs for College Students	INFORMATION FOR OTHER TAXES
___ Adoption Expenses	___ Household Employee Payments


___ Homeowners Energy Credit (New windows, storm doors, air circulation fans, furnaces or water heater,
insulation, metal roof)


Call and ask for Helen to make your appointment: (406) 821-3362

Appointment Date: _________ Time: _________

Income Tax & Bookkeeping

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