Please be sure you bring all your tax documents and all your questions! If you are a LLC/corporation, bring your P&L statement and your balance sheet. If you don't have your expense summary prepared, bring in all 12 months of your bank statement and credit card statements. We will quote you a fee for preparing your expense data or give you advice on how to prepare it yourself.
Forms to bring:
- W2s
- 1099s for independent contract work
- Unemployment form
- Social Security form
- Stock Brokerage Forms
- Home mortgage form
- Property Tax Bill
- DMV car registration expenses
- Charitable receipts
- Health Insurance form (1095s)
- NEW! Stimulus Received form from IRS
- Interest received from savings or your mortgage escrow account
- Every thing that looks official:)
