Tax Preparation Services

 Form: 1040

Document Requirements:

1. A copy of last year's Federal and State tax returns
2. Proof of Identity and address. (Driver License, State ID, etc.)
3. All statements of income (W-2s, 1099s, etc.)
4. Mortgage interest, taxes and points paid (Form 1098)
5. Records of child care expenses including amounts and payee
6. Amounts of any estimated tax payments
7. Details of any capital gains/loses in crypto, stocks or sold assets
8. If you own a rental property or small business, records for applicable ownership will be required as well. 
9. List of all dependents including: Name, Social Security and Date of Birth
10. List of any itemized expenses:

• Medical Expenses
• Property, Sales and State Taxes
• Mortgage Interest
• Charitable Contributions
• Gambling Loses
• Casualty and Theft Losses

Form: 1120, 1120S and 1065

Document Requirements:

1. Copy of last year's Federal/State tax returns and financial statements
2. Articles of Incorporation
3. Copy of Profit and Loss Statement, Balance Sheet, and any ledgers
4. Schedule of loans to/from owners including loan agreements
5. Copies of all payroll forms and 1099 forms for the year
6. Vehicle information and use including vehicle leases
7. Information on any employee benefit plans including retirement plans
8. Details of all business expenses, fixed assets and depreciation schedules
9. Any Internal Revenue Service and Department of Revenue correspondence received during the year.
10. List of all business owners including:

• Name
• Address
• Social Security Numbers
• Percentage (%) of ownership
• Date ownership acquired and detail of distributions