Preparing for Your Tax Visit

Our team of Certified Public Accountants and Bookkeepers, has the expertise to have meaningful consultations from the very first meeting. We strive to exceed your expectations in the services we provide. You can rest assured that you will have our undivided attention to serve your needs during your appointment.

The following list are materials necessary for you to bring in order for us to give a proper analysis. Your time is important to us and your business matters to us. Preparing for your tax visit can save you time and money.

Personal Visit

  1. Latest year filed tax return
  2. A copy of your expense summary
  3. Tax forms (W2s, 1099s, etc.)
  4. Donation substantiation letters from Charity
  5. Homeowners Insurance Declarations page for current year
  6. A list of questions or concerns

Business Visit

  1. Latest year filed tax return
  2. A copy of current income and expense summary
  3. A copy of your current balance sheet or statement of assets and liabilities
  4. Year end payroll forms (940, W3)
  5. A copy of the latest bank statement for the period to be addressed
  6. A list of questions or concerns

Click here for a Tax Checklist

View Engagement Letter

If you have any questions or would like further assistance please contact us.