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Our Services
Learn more about how we can help you with your tax and bookkeeping needs.
What To Bring to Your Tax Appointment
1
Personal Identification
Telephone Numbers
Email Address
Home Address
Business Office Address
Dates of Move
Drivers Licenses
Birth Certificates of entire family
Social Security Cards
IRS EIN Letters
Name of LLC
Marriage License
Divorce Decree
Death Certificate (if applicable)
Shared Parenting/Custody Agreements
Income
W2 Forms
1099 NEC
1099 MISC
1099G
W2G Gambling
SSA 1099
1099-B Broker Statement
1099-DIV, 1099-INT
Sch E Rental Income
Sch C Sole Proprietor Business Income
2
Expenses
Form 1098 Mortgage Interest
Real Estate Tax Paid
Contributions
Donations
Sch E Rental Expenses
Sch C Sole Proprietor Business Expenses
3
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