Tax Appointment - What to Bring

Tax Appointment - What to Bring

Individuals

• Last year's tax return (if we did not prepare it) 
• Estimated payments - date of payment and amount (cancelled check)
• W-2 Wage Statements
• 1099's Interest and Dividends, from banks and financial institutions
• Refunds from State Departments (e.g. Massachusetts state tax refund)
• Pension distributions, including Social Security and Social Security Disability Income (1099-R, 1099-SSA)
• Unemployment compensation (1099-G)
• Information on any sale (stocks, mutual funds, personal property, investment properties-- Include purchase date, purchase price and any additions to basis)
• Real Estate taxes
• Personal property taxes (cars, boats, motor homes, airplanes, etc.)
• Home mortgage interest (include interest on Home Equity Lines of Credit) 1098-Mort. Int.
• Charitable gifts, both cash and non-cash
• Unreimbursed employee expenses
• Escrow papers (if you refinanced, sold or bought a home during the year) -- Settlement Statement
• If you have your own business, all business income and expenses (see Sole Proprietor)
• Rental expenses from home or other property that you rent to someone else

Sole Proprietor & Single Member LLC 

To save you time and money on your tax return, please allow us to prepare your business QuickBooks®.  If you use another accounting/bookkeeping service, please follow the guidelines below:

• Reconcile all your checkbooks, savings accounts and credit cards before sending us your QuickBooks® file.

If you have paid for expenses personally, and they are NOT reflected in QuickBooks®, please give us a list including the date of purchase, what was purchased and how much it costs.  If you use a personal vehicle for your business, or if you have a business car that has any personal use, we need:

• Make, model and cost of the vehicle
• Date first placed in business use
• Total mileage driven during the year
• Total business miles driven
• Distance to your place of work, and the total number of commuting miles
• Total personal miles
• Separate listings for each business use vehicle

It is helpful to have copies of:

• All credit card statements 
• All bank statements 
• All line of credit statements
• Any loan statements 
• All 1099-Misc., reflecting Income Earned
• Send copies of all new lease agreements that you entered into during the year
• Payroll reports (all quarters), if we didn't do the returns.
• December Sales Use Tax report
• Your QuickBooks® back-up file. (.qbb file) Please do not send an accountant's copy or self burned CD (hard copy preferred)

Corporation / Partnership

To save time and money on your return, allow us to prepare your business QuickBooks®.  If you use another accounting/bookkeeping service, please follow the guidelines below:

• Reconcile all your bank and savings accounts before sending us your QuickBooks® file.
• Reconcile all your credit cards before you send us your QuickBooks® file.

If you have a business car that has any personal use - we need:

• Total business miles
• Total personal miles

It is helpful to have copies of:

• All credit card statements 
• All bank statements
• All line of credit statements 
• Any loan statement
• All new lease agreements that you entered into during the year
• Copy of your corporation's annual minutes
• Payroll reports (all quarters), if we didn't do the returns
• December sales tax report
• Your QuickBooks® back up file. (.qbb file) Please do not send an accountant's copy or self burned CD (hard copies preferred)
• Last year's tax returns (if we did not prepare it)
• Articles of Incorporation or Organization
• If an LLC or Partnership - Operating Agreement
• Names and Social Security Numbers for all Members, Partners etc.
• % Ownership, Contributing Capital etc. for all Members and/or Partners (M1 & M2 Reconciliation, Basis Reports)