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Information Required for Annual Tax
Meeting
At
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.
The
following information should be brought with you to this meeting:
W-2
OR LAST PAYROLL STUB
INTEREST
& DIVIDENDS (1099INT, 1099DIV)
REAL
ESTATES TAXES
MORTGAGE
INTEREST PAID
STOCK
INFORMATION (BUYS, DATE, AMOUNT, SALE, DATE, AMOUNT)
RENTAL
INFORMATION (INCOME, EXPENSES)
ANY
IRA CONTRIBUTIONS OR DISTRIBUTIONS
ANY
SOCIAL SECURITY PAYMENTS, OR UNEMPLOYMENT BENEFITS PAID
HOUSE
SALE INFORMATION
CORPORATE
INFORMATION (INCOME, EXPENSES PAID THROUGH THE BUSINESS, ANY SALES OF
TRUCK OR EQUIPMENT, ANY QUESTIONS YOU MAY HAVE, AND PAYROLL
INFORMATION)
ANY
OTHER INFORMATION YOU FEEL WOULD BE HELPFUL FOR COMPLETING YOUR
PERSONAL AND BUSINESS TAX RETURNS
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