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Services: Bookings
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Services: FAQ

Personal information

  • Prior years income tax if you are a new client

  • Social Security cards and Birth Certificates for yourself, spouse and dependents

  • Dependent care, Name, Address, Tax ID or social security number

  • Bank router and account number information if Direct Deposit Required

Income Data Required

  • Wages (W-2 form), unemployment (1099G), Social Security Income (SSA-1099)

  • Gambling/Lottery Winnings and Losses/Prizes/Bonus (W2-G)

  • Interest and/or Dividend Income

  • Pension/Annuity/Stock or Bond Sales

  • Alimony

  • Rental Income

  • Self Employment/Tips

  • Foreign Income

Expense Data Required

  • Health Insurance Market Place Statement (1095-A)

  • Dependent Care Expenses

  • Education/Tuition Costs/Materials Purchased form (1098T)

  • Out of pocket Medical/Prescription/Dental Expenses

  • Mortgage form (1098)/Home Equity Loan Interest/Mortgage Insurance

  • Employment Related Expenses

  • Investment Expenses

  • Estimated Tax Payments to Federal and State Government and Dates Paid

  • Personal & Rental Property Taxes

  • Charitable Contributions Cash/Non-Cash

  • Purchase qualifying for Residential Energy Credit

  • IRA Contributions/Retirement Contributions

  • Home Purchase

Small Business Tax Checklist

Income

  • Gross income from sales or services and/or all other income

  • Business Interest Statements (1099-INT)

Cost of Goods Sold (if applicable)

  • Inventory

  • Beginning inventory total dollar amount, Inventory purchases, ending inventory total dollar amount

  • Items removed for personal purposes

  • Materials & Supplies

Expenses

  • Advertising, marketing or promotions

  • Business Insurance

  • Bank fees, credit card fees or merchant fees

  • Estimated tax payments made

  • Phone, computer & internet expenses

  • Professional fees – Accountant, Consultants, Lawyers

  • Office supplies

  • Rent & utility expenses

  • Transportation & travel related expenses

  • Business trip mileage log, log or receipts for transportation, parking, tolls, airfare, hotel, meals, taxi, tips

  • Wages & commissions paid to employees or Contractors (Form 1096 or 1099-MISC, form W-2 & W-3)

  • Federal and state payroll returns (Form 940 & 941, etc.)

  • Repairs, maintenance of office facility, etc

  • Other business related expenses

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