Agent Profile
My job is service...service to you and your real estate transactions! How can you benefit from my 25 years of experience and expertise? What can I offer to make the process more productive?
* Current information on available housing...comparative and competitive market pricing and analysis
* Daily involvement in the local real estate marketplace.
* Thorough, comprehensive knowledge reflecting years of helping others complete their real estate business.
* Extensive network of professional resources to make the process as smooth as possible.
My commitment is to you! Being available to you...returning your calls...answering your questions...addressing your concerns...respecting your money...matching your timeline...meeting your expectations...helping accomplish your real estate goals!!
JANEESE JACKSON: 503-709-0802 or jj@janeesejackson.com
The Tax Man Cometh…
February6
“Money for Taxes” – a parody! 
This is “TAX WEEK” on the Fabulous Portland blog!! Sorry to bring up taxes when we are just recovering from the holidays!! But, thinking ahead can make “tax-time” a little less stressful. Here is a list of information you might start digging up (if relevant to your tax situation) to get ready to complete your own taxes or submit to your accountant or CPA.
Information and supporting documentation used to prepare tax returns
- Copies of all compensation and pension distribution reports – W-2(‘s), 1099(‘s), etc.
- Form(s) SSA 1099 (Social Security benefits)
- Form(s) 1099 (interest, dividends, etc.)
- Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
- Form(s) 1098 (mortgage interest), property tax statements and property tax receipts
- Brokerage From(s) 1099-B from stock, bond or other investment transactions
- Closing statements pertaining to real estate transactions, including refinancing
- Form(s) 1098-E for student loan interest, Form(s) 1098-T for tuition payments
- All information regarding educational expenses and fees, scholarships, etc.
- All other relevant supporting documents (schedules, checkbook registers, etc.)
- Any tax notices received from the IRS or other taxing authorities
For small businesses some records include:
- Checking account and bank statement information. Computerized bookkeeping of your business accounts is recommended. Records of all income sources. This should be totaled and accounted for monthly (and in some cases daily and weekly) with appropriate backup documentation. With TAX Organizer your information should easily be merged with all your other data.
- Records of all expenses. Disbursements showing all payments made should be meticulously saved. This includes all check, cash and credit card disbursements. All invoices, bills and receipts related to this should be maintained as part of the record keeping. Purchase of assets such as vehicles, equipment and real estate used for business may require special depreciation analysis.
- Employee compensation and tax records. This can get complex so it is important to evaluate this regularly and keep current. Our firm can assist in setting up a proper system for maintaining payroll records.
About the Author | Janeese Jackson
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