• Please provide all year end tax reporting forms. The most common are:
- Interest Income
- Dividend Income
- Miscellaneous Income from Rents, Royalties, Nonemployee Compensation
- Sales of Stocks, Bonds, Real Estate
• We will also need:
- If you are using QuickBooks, please provide a backup copy (accountant’s copy preferred.)
- If you are not using QuickBooks, please contact us.
• New Clients:
Download Checklist for Business (PDF)
Additional information may be requested during preparation of your tax returns.
For more information, please feel free to contact us with questions you may have.