Tax Prep Checklist
We've put together this Tax Prep Checklist to help you be ready and well organized before you start preparing your taxes for filing. Whether you see a tax professional or prepare your taxes on your own, this checklist will help get the documents and forms ready to get started.
Sources of Income
If Self Employed:
Savings & Investments or Dividends
Other Income & Losses
Types of Deductions
K-12 Educator Expenses
State & Local Taxes
Retirement & Other Savings
Federally Declared Disaster
Requirements for those who wish to apply for or renew the ITIN
Please answer the following questions:
Expenses for Self-Employed workers and/or Business owners
Transportation or Vehicle Used for Business
Office or Space you use for business
Employees or hired labor
Legal & Professionals Fees
Travel Entertainment and Meals
OPTIONAL ADDITIONAL INFORMATION FOR BUSINESS OWNERS:
If you have a corporate bank account and want us to assist you with the calculation of the business's gross profit, gross income, total expenses, and, ultimately, net profit or loss for a better and more accurate preparation of your taxes, we will need you to request accounting access with your bank, so that we can transfer the transactions to the Quickbooks system. For accounting access it will be necessary to share the following information with your bank:
File your taxes with a Tax Expert.
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