TAX PREPARATION
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Personal Tax Returns
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Small Business Tax Returns
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Amendments
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990-EZ
What is needed:
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State Identification, Drivers License or Passport for the tax customer
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Birth Certificates & S.S. Cards for everyone in the household
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All W2 & 1099's
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Mortgage Interest Year End Statement, Child Care Statements, Charitable Statements, Bank Interest Statements (if applicable)
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Your bank routing & account number for the tax customer (if applicable)
Additional information needed for Self-employed Individuals:
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All 1099’s received plus any monies received not on a 1099
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Bank Statements & if you have your personal and business deposits lumped together in one bank account, please provide a notepad/spreadsheet telling me which are business vs. personal deposits
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List of all expenses with amounts either paid or charged … Any one item over $100 that will last over ONE year needs to be separated from this list as it has to be depreciated (i.e. computer, printer, etc.) … date and amount of purchase for each applicable depreciated item is required
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Mileage records … logs, calendars, etc. (documentation required by IRS)
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In-home Office - square footage of work area plus square footage of house along with amount of your annual house insurance, utilities, rent paid (if applicable)
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Room must be exclusively and solely used as an office area
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List of amounts paid to contract laborers including any 1099’s prepared by you
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Interest amounts on business credit cards and vehicle(s) used in the business
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Any other document in your possession that says “IMPORTANT TAX DOCUMENT”