Resources

If you’re looking for answers to your accounting and tax questions, you’ve come to the right place! You will find here various resources for all things accounting.

Tax Appointment Checklist

Income Information

___ W2s and/or Form 1099
___ Unreported Income from Tips
___ Rental Income
___ Interest/Dividends (Forms 1099 INT/1099 DIV/1099-OID)
___ Proceeds from Broker Transactions (Form 1099-G)
___ Miscellaneous Income (Form 1099-MISC)
___ Social Security Benefits (Form 1099-SSA)
___ Pensions/Annuities (Form 1099-R)
___ Alimony Received
___ Partnership, S Corp, Trust Income (Schedule K-1)
___ Scholarships or Fellowships
___ Other Income such as Prizes, Awards, Gambling or Lottery Winnings
___ Jury Duty or Election Judge
___ State Tax Refunds (Form 1099-G)
___ Series EE Bonds Cashed in to Pay Qualified Education Expenses

Property Ownership

___ Mortgage Interest Paid
___ Home Equity/Second Mortgage Interest Paid
___ Real Estate Taxes Paid
___ Sale of Principal Residence or Other Property
___ Refinancing of Residence or Other Property
___ Expenses for Upkeep/Improvements of Rental Property
___ Records for any Other Sales of Property that may be Taxable

Expenses

___ Estimated Federal/State Taxes Paid (Copies of Checks)
___ Charitable Contributions
___ Medical Expenses/Premiums Paid
___ Home Office or Business-Related Expenses
___ Un-reimbursed Business Travel Expenses
___ Job Related Education Expenses
___ Student Load Interest Paid
___ Child Care Expenses
___ Adoption Expenses
___ Alimony Paid
___ Tax Preparation Fees
___ Expenses of a Job Search
___ Moving Expenses
___ Retirement Plan Contributions if Self-Employed
___ IRA Contributions
___ Casualty Losses/Theft
___ Records of any other Expenditures that may be Deductible
___ Auto Lease or Loan if Used for Business

Contact Us to Schedule a Consultation

Or Give Us a Call for Immediate Assistance: (609) 587-9585

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Contact Us to Schedule a Consultation

Or Give Us a Call for Immediate Assistance: (609) 393-9585