If your tax return is more complex, you may find it helpful to review and complete one or more of the tax organizers we have created for our clients to use. They will help you identify specific income and deduction items that are pertinent to your situation so that you can bring this information to your interview. Below is a listing of special situations that may apply to you and the appropriate tax organizers that apply.
For business returns we ask that you review and complete the appropriate tax organizer for your business type. If you don't understand, or are not able to fully complete the tax organizer, don't worry. Just put together as much of the information you can and we'll help you do the rest.
We provide bookkeeping services for businesses that need assistance compiling Business Profit & Loss and Balance Sheet records.
If you would like us to prepare 1099-Miscellaneous forms for your business, we will also need you to provide us with completed Forms W-9 for each person you made payments too.