Make your annual tax appointment meeting now! Click here to request
and set up your appointment to review your 2004 year-end taxes.
Information Required for Annual Tax
your annual tax meeting, Alan Gabrys reviews your tax information and
determines the tax consequences.
This meeting will be 1 hour for corporate clients and 45
minutes for individual clients. The
ideal time for this meeting is December or early January.
This meeting will also help with your 4th quarter payroll to
get the correct withholding for your tax liability.
Since, payment is expected at the time of your appointment, you
may bring a check, money order or credit card.
following information should be brought with you to this meeting:
OR LAST PAYROLL STUB
& DIVIDENDS (1099INT, 1099DIV)
INFORMATION (BUYS, DATE, AMOUNT, SALE, DATE, AMOUNT)
INFORMATION (INCOME, EXPENSES)
IRA CONTRIBUTIONS OR DISTRIBUTIONS
SOCIAL SECURITY PAYMENTS, OR UNEMPLOYMENT BENEFITS PAID
INFORMATION (INCOME, EXPENSES PAID THROUGH THE BUSINESS, ANY SALES OF
TRUCK OR EQUIPMENT, ANY QUESTIONS YOU MAY HAVE, AND PAYROLL
OTHER INFORMATION YOU FEEL WOULD BE HELPFUL FOR COMPLETING YOUR
PERSONAL AND BUSINESS TAX RETURNS