We’ve already mentioned that bringing your taxes to Accountants Northwest is like taking your best friend for a walk in the park. Chances are that when you take your puppy into the park you come equipped with certain “bare necessities” — like toys, treats and those all-important little plastic bags. When you visit us, we ask you bring the little things that the IRS asks you to share and that will make our tax preparation more thorough. (No, the IRS does not require that you bring those little plastic bags.)
Here’s what you should bring:
BUSINESS CLIENTS
INDIVIDUAL CLIENT
PROFIT & LOSS STATEMENT
BALANCE SHEET
W2'S
LAST YEARS RETURN
W2'S
1099'S
INCOME & DIVIDEND STATEMENTS
RENTAL INCOME & EXPENSES
RECORDS OF STOCK SOLD AND THEIR COST
LAST YEAR'S RETURN