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Tax Return Preparation

►INCOME TAX RETURN PREPARATION

Complete the following checklist(s) and forward to us or bring to your appointment. We need this information to prepare your income tax return(s) and to minimize your tax. We will be glad to assist you with completing these on the phone or in person.

1040 INDIVIDUALS

             ▪  1040 Organizer Worksheets (Click here)
                      Call us for a personalized worksheet with your prior year information

          ▪  Charitable Donations Property Valuation Worksheet (Click here)

          ▪  Tax Deduction Checklist  (Click here)

          ▪  Vehicle & Travel Expenses Worksheet (Click here)

          ▪  Business Schedule C Worksheet (Click here)

          ▪  Farm Schedule F Worksheet (Click here)

 

1120 CORPORATIONS (C or S) (Click here)

1065 PARTNERSHIPS  (Click here)

LLCs -  use 1120 or 1065 based on the type of LLC - Call if you need to discuss

1041 TRUST or ESTATE INCOME (Click here)

709 GIFT TAX  (Click here)

706 ESTATE TAX  (Click here)

990 NOT-FOR-PROFIT ORGANIZATIONS (Click here)

 

►SALES & PAYROLL TAXES

We specialize in Payroll Tax matters including preparing US, State and Local payroll tax returns.
We also specialize in Transaction Tax matters including Sales Taxes, Use Taxes, Occupation Taxes, and other State and Local transaction taxes, such as telecommunications, hotel, food and beverage, etc.