Getting Started
BECOMING A CUSTOMER
INDIVIDUAL TAX PREPARATION CHECKLIST
Most people will need:
Basic Information
- Name, SSN or ITIN, and date of birth for self, spouse and dependents
- Last Year's Return
- Hard copy or PDF file
- Estimated Taxes Paid
- Documents Received
- Form W-2s - wage and tax statements
- Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)
- Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)
- Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)
- Form 2439s - notice to shareholder of undistributed long-term capital gains Schedule K-1s - partnership, S Corporation and estate or trust income
Personal Records
- Child and Dependent Care Expenses
- Education Expenses Medical Expenses
- Vehicle (Personal Property) Taxes Paid
- Real Estate Taxes
- Mortgage Interest Paid
- Charitable Contributions
- Business or Employee Expenses
- Gambling Expenses
- Investment Transactions Retirement Contributions Foreign Earned Income and Foreign Taxes Paid Moving Expenses
- E-file/Print
- Bank Information (Account and Routing Number for Direct Deposit of refund)
- Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)
SMALL BUSINESS OWNER'S TAX PREPARATION CHECKLIST
Basic Information
- Assets
- Liabilities/Expenses
- Depreciation
- Payroll and other accruals
- Home office expenses
- Vehicle and mileage expenses
- Estimated tax payments
- Your appointment book
- Printouts of Financial Statements
- Balance Sheet and Profit and Loss as of December 31. General ledger for the entire year
- SECOND OPINION - PRIOR YEAR REVIEW (last 3 tax years)
CALL US TO SCHEDULE
A FREE 30 MINUTE REVIEW
We will review your returns, confirming they were prepared correctly or discuss your options for amending your return.
FEES & PRICING
We are happy to provide you a quote once we have a better understanding of your needs. Everyone has a unique tax situation. Tax preparation fees are based off the time spent and complexity of the tax return.
