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


___ 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


Contact Us to Schedule a Consultation

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