Your Taxes

This is a quick list of what you need to bring to your next tax appointment.  You can also download the documents you may need as well.

• A copy of last year’s tax return, Drivers license, SS card (new clients only)

• Social Security numbers and birthdays for everyone on the return
• All W-2s and 1099s
• Mortgage Interest Statements
• All documents related to the purchase of a new home
• Records of Interest Income
• Records of Charitable Contributions
• Records of Stock Sales
• Records of Rental Income and Expenses
• Records of Business Income and Expenses

Documents
Tax Preparation Checklist

Tax Deductible Business Expenses

• Cheks Payroll Service

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• Professional Bookkeeping Services

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