APPOINTMENT CHECKLIST

  • W-2's
  • 1099's
  • K-1's
  • Bank Interest Statements
  • Mortgage Interest Statements - 1098's
  • Bank account information for direct deposit
  • Brokerage Statements
  • Social Security Statements
  • Tuition Fees (1099-T)
  • Business Income & Expenses
  • Rental Income & Expenses
  • Charitable Contributions
  • Business use of Home Worksheet
  • Vehicle and Employee Business Expenses

 

INCOME TAX ORGANIZERS

***If we have prepared your tax return previously, please call or email us and we will send you a personal organizer. Your personal organizer has your prior year information (for easy comparison), your appointment, and everything specific to your tax situation.

The following "write in" organizer forms will show you the information needed to prepare your income tax return and help to organize your tax information. If you have the full version of Adobe you will be able to type in your information.

You will need Adobe Reader to access the following files, if you do not have Adobe you may download it for free here.

ORGANIZERS

Each of these organizers are specific to a tax form or situation.

OTHER FORMS

  • This W-9 Form is needed to obtain a subcontractors Federal ID number and address
  • The W-4 is to change the amount of withholding on your paycheck
  • I-9 is required when any new employee is hired
  • SS-4 is used to apply for a Federal Employer Identification Number. Use this link to apply online.