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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 years 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.
     

First timers, please bring your last year's tax return copy!

 

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