Personal Information

• Full legal names
• Social Security numbers
• Addresses
• Ownership percentages
• Ownership acquisition dates
• Distribution details

*For you and any other business owners.
Business Related InformationCurrent financial statements and bookkeeping records

• Profit and loss statements
• Balance Sheets
• General ledger

*If we do your business bookkeeping, you can skip this step
Tax payments

• State & Federal
• Property

Income Records

• 1099 Forms

Business Related Expenses

• Meals and entertainment
• Travel (hotel, airfare, transportation, etc.)
• Advertising (business cards, website, ads, etc.)
• Legal and accounting fees
• Business insurance
• Tax, business license, and permit fees
• Office supplies
• Internet and cell phone
• Bank fees
• Business loan interest
• Equipment, storage, and office rent
• Health care expenses
• Charitable donations (Donations over $250 require a quid pro quo statement from the organization at the time of donation)

If you work from home

• Square footage of the home
• Square footage of the office space
• Utilities plus repairs
• Homeowner’s/renter’s insurance
• Form 1098s for mortgage interest
• Property taxes

If you use your vehicle for your business:

• Fuel and oil costs
• Lease payments
• Insurance and tax payments
• Parking fees and toll charges
• Repair and maintenance fees

Other

• Sold or purchases assets
• Asset depreciation (date of acquisition, purchase price and sale price, if applicable)
• Salaries and wages paid to employees (forms W-2, W-3 and form 940)
• Commissions paid
• Fringe benefits paid to employees

***If you are a new client, please bring a copy of your last two year’s completed tax returns.