Tax Oranizers
General Personal Deductions
Please bring with you the information that applies to your tax situation:
- Last filed tax return
- Taxpayer’s name, social security number, occupation and birth date
- Spouse’s name and social security number, occupation and birth date
- Address
- Phone number, e-mail, fax number
- Estimated taxes paid- Federal, State, Local
- Dependents name, social security number, birth date, relationship, dependent income and number of months they lived with you during the year.
- W-2’s, 1099’s, K-1’s, property tax bill, 1098, rental income and expenses
- Business Income or Expenses (S-corporation, Corporation, Sole-Proprietor, Partnership)
- Other Income
- Alimony paid or received
- Gambling winnings and losses
- Any property sold
- IRA contributions or distributions
- Medical Expenses
- Charitable Contributions
- Casualty & Theft losses
- Moving Expenses
- Automobile expenses that correlate to business or medical expenses
- Miscellaneous deductions (ex: Non-reimbursed employee expenses, tax advice)
- E-file- will need to bring bank account and routing number for direct deposit of refunds.
- IRS correspondence received during the year
General Business Deduction Expenses
Accounting Fees
Advertising
Assets or Equipment Purchased
Attorney Fees for Business
Auto Repairs
Bank Fees
Computer Software
Education Expenses
Fuel
Insurance (Car, Liability, Workman’s Compensation, Health)
Internet
Job supplies
Licenses and Fees
Lodging (In connection with business travel)
Meals & Entertainment (Business related)
Office Supplies
Payroll
Rent
Retirement plans (Employer Sponsored, Employer contributions)
Telephone/Cell Phone
Travel (Business trips)
Notes:
Please keep track of beginning and ending yearly vehicle miles in additions to fuel and auto expenses.
Please notify us if you have made any purchase of equipment, vehicles, buildings, etc.
Please notify us if you have any leased equipment, vehicles, buildings, etc.
Please notify us of any expenses or deposits that have been contributed out of your personal finances.
Do not include any expenses that you have been reimbursed by outside parties.
Printable Word Doc. Versions
General Business Deductions
General Personal Deductions |
