Tax Preparation

Let us discuss what you need to provide us for this year’s personal tax filing and corporate tax filing.

Individual Tax Preparation

The best thing you can do is to accumulate any W-2 and 1099 Forms for the year you are filing. Then, along with your form(s), bring us your property tax receipts, interest statement for your house and a list of any unusual transactions e.g., inheritance, cash gifts or anything else which you are unsure on how to file correctly. Our office will need these documents in order to adequately serve your individual tax needs.

Corporate Tax Preparation

If we are handling your company's write-up, then we will have the majority of this information. However, if you are a new client or new business, you will need to schedule your end-of-the-year interview with us and bring the following:

  • Year-End Balance Sheet
  • Profit & Loss
  • Information Reports
  • Copies of any 1099's issued to other people
  • Full list of any cash expenditures
  • List of any travel expenses
  • Report of mileage used for business travel

Please Note: If you are a new client, please bring a copy of last year’s tax return as well.


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