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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)
 
 
 
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