Income Tax Appointment Preparation Checklist

  Please bring in the following items that apply to you:


    1.  A copy of last years federal and state tax returns, including depreciation schedules
    2.  Profit and loss statement
    3.  Balance sheet
    4.  Year end bank balances
    5.  Sales tax return copies
    6.  1099 Forms
    7.  Year end payroll reports including W-2 and W-3 forms
    8.  List of new assets purchased during the year including purchase date, price and description
    9.  Year end loan balances
  10.  Year end total of distributions taken from the business
  11.  Other questions - bring in your data and we will review during your appointment