You Must Bring The Following Documents Per Checklist @ Tax Preparation Appointment Time:

Personal

• Mortgage Statement, Property Tax Receipt from the city for summer and winter taxes.
   

• Closing papers if house was purchased/refinanced/sold last year
   

• License Plate fee for the automobiles.
   

• Moving expense sheet if you have moved more than 50 miles for job purposes.
   

• Job search expenses, union fees, and membership fees, tax preparation fees.
   

• Log sheet for mileage if vehicle was used for business.
   

• Child care credit.; child care provider name, address, federal Id and amount paid.
   

• W2 for self and spouse.
   

• Dividends from banks etc.
   

• Stock/buy sale receipts, year end brokerage statement.
   

• Rental income/expenses
   

• Self-employment income.
   

• Other income from home based business (AMWAY, Quickstar, Avon etc.)
   

• 401K and IRA withdrawals information.





• While applying for Tax Payer Identification number for dependents following documents are required:





+ Photocopy of Passport - First page, Visa Page, India Address page.



+ Photocopy of Marriage Certificate.



+ Photocopy of Birth Certificate for children.

Business

• Incorporation Papers with the State and/or County.
   

• IRS approval letter for Federal I.D. and type of form to file.
   

• If the company is an “S” Corporation, then “S” Corporation approval letter from IRS.
   

• Name, S.S.# and address for each owner, partner or member of the Corporation.
   

• 12 Months bank statements and cancelled checks.
   

• Year End W-3, W-2, 1099-Misc, 940, 941 and other quarterly unemployment reports.
   

• Monthly and yearly P/L statement.
   

• Last year’s tax return for the corporation or partnership.
   

• Purchase agreement, if business was acquired during the tax year.
   

• List of assets acquired, date of purchase and purchase price.