Where’s my Federal Refund
Please bring the following Papers/Details for an Appointment
Individuals/Home businesses clients:
Mortgage Statement, Property Tax Receipt from the city for summer and winter taxes
Closing papers if house was purchased/refinanced/sold in 2006
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
401K and IRA withdrawals information
Corporate Clients:
Detailed breakdown of income and expenses
Detailed list of all assets bought
Detailed list of stocks at end of year
Tax ID Number for the Company
SSN of Owner/stockholders
Detail of stockholders holding
Last Year tax return copy (if available)
Copyright © 2005 Raj Paruthi, CPA PC. All Rights Reserved. Best viewed in IE 4+ with minimum of 800 x 600 Resolution.