Blog :: 2019

Preparing for Tax Season

Tax season is upon us! If you're gathering all your documents together to file your taxes, you're not alone. We've compiled a list of documents you'll need for you or your tax preparer to file this year:

  • Your W-2 or 1099 from your employer.
  • A copy of your property tax bill for 2018.
  • 1099s from all your mortgage holders (lenders). Remember, mortgage interest is deductible for up to $750,000 in mortgage loans. 
  • A copy of your settlement statement for any property bought or sold in 2018. There may be other deductions here!

 

For more information, check out our "Dear Claire" Facebook Live series.

 Subscribe to our YouTube channel today to help us reach our goal of 100 subscribers.

Follow our Facebook events page, or visit our Instagram or Twitter feeds to see the most current open house updates and details.

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    Home Ownership: Your First Year

    10 Things to Remember During Your First Year of Home Ownership

    1. Hire a locksmith to change your locks.
    2. Switch all utilities (electric, gas, water/sewer, garbage, cable/internet, etc.) into your name as of your move-in date.
    3. Be sure to change your address with the post office and anyone you receive bills from (bank, credit card companies, student loans, etc.). USPS will forward mail to your new address for up to 6 months.
    4. Make note of where all your shut-off valves and electric panel are in your new home.
    5. Change all smoke detector and carbon monoxide detector batteries.

    6. Have your heating, air conditioning, and all major appliances serviced if not done recently. And be sure to change your furnace air filter regularly!
    7. Hire a yard care company, or purchase any yard care tools you may need for each season (including lawn mower, weed-wacker, shovel, etc.).
    8. Check and clean your gutters as needed.
    9. Check and clean your dryer vent regularly.
    10. Winterize your home during cold months by disconnecting and insulating outdoor faucets.

    Want more home maintenance tips? Contact us, or check out our YouTube channel series on 5-minute home maintenance throughout the year!

     

    Follow our Facebook events page, or visit our Instagram or Twitter feeds to see the most current open house updates and details.

    Join us on Tuesdays at 1pm PST for our "Dear Claire" Facebook Live series. Subscribe to our YouTube channel today to help us reach our goal of 100 subscribers.

    facebook // instagram // pinterest // twitter // youtube