DOCUMENTS NECESSARY FOR TAX PREPARATION
ARE YOU READY FOR TAX SEASON?
WHETHER YOUR APPOINTMENT IS IN THE OFFICE
OR REMOTE, WE WILL NEED THE FOLLOWING ITEMS
TO COMPETENTLY PREPARE YOUR TAX RETURN
FIRST ORDER OF BUSINESS – SIGN OUR ENGAGEMENT LETTER
Phone:
208-209-3776
BASIC INFORMATION:
W-2’S
ADULTS DRIVERS LICENSES – SOCIAL SECURITY NUMBER -PHONE NUMBER
CHILDRENS NAMES, DATES OF BIRTH AND COPY OF SOCIAL SECUCRITY CARD
CURRENT ADDRESS
RETIREMENT / ANNUITY FORMS (1099 R)
SOCIAL SECURITY STATEMENT ( IF APPLICABLE)
SOLE PROPRIETOR INFORMATION
- SCHEDULE C – PROFIT & LOSS – BALANCE SHEET
- INCOME
- EXPENSES –
- AUTOMOBILE BUSINESS MILEAGE OR ACTUAL EXPENSES
- HOME OFFICE- SQ FOOTAGE OF HOUSE/OFFICE/STORAGE AREAS
- DAYCARE – AREA USED FOR DAYCARE FACILITIES
- SCHEDULE F – FARM RETURN
- INCOME
- EXPENSES INCLUDING IRRIGATION, CUSTOM FARMING SEEDS/FEED/VET SUPPLIES AND SERVICES, TAXES, INSURANCE, EQUIPMENT PURCHASES OR RENTALS
- SCHEDULE E – ADDRESS(ES) OF PROPERTIES
- MORTAGE INTEREST – TAXES- ALL EXPENSES – PREVIOUS DEPRECIATION