In order to help you when preparing your personal and business tax files to drop off or send to us, we have compiled a list of items that you may need to include. Information to include with vary for each individual or business. You may not need to include every item on the lists below.
We are truly grateful that you have chosen us as your trusted partner. To get started, we kindly ask that all new clients provide us with a signed Engagement Letter, which includes our Terms and Agreement. This helps us ensure that everything is clear and in place as we begin working together. Thank you for your trust—we look forward to supporting you!
You are welcome to drop off your tax documents at our office at your convenience. For more information about our tax services or to schedule an appointment, please feel free to email us at info@personalizedacctg.com or give our office a call. We’re here to answer your questions and make the process as smooth as possible—thank you for considering us for your tax needs!
Preparing your personal taxes can feel overwhelming, but we’re here to make the process simple and stress-free. Our team is dedicated to helping you navigate every step, ensuring that you receive all the deductions and credits you deserve.
Income Documents: W-2s, 1099s, and Profit and Loss statements from all sources of income
Mortgage Interest Forms: Documentation of mortgage interest paid throughout the year
Property Tax Statements: Records of property taxes paid
Rent Paid & Certificates: Proof of rent paid for the year and any rent certificates
Health Insurance Forms: 1095A Marketplace Insurance Form (if applicable)
Stimulus Payments: Details of any stimulus amounts you received
Child Tax Credit: Information about Child Tax Credit payments received
Business tax preparation can be complex, but with our expertise, you can feel confident that every detail is handled with care. Whether you operate as a sole proprietor, partnership, LLC, or corporation, we work closely with you to ensure your business stays compliant and takes advantage of every available deduction.
Profit and Loss Statement: A detailed summary of your business’s income and expenses for the year
Income Records: Documentation of all revenue received from business operations
Expense Records: Receipts and records of all business-related expenses
Our team is here to help you organize your documents and ensure you’re taking advantage of every available deduction. Let us handle the details so you can focus on growing your business. Contact us today to get started with your business tax preparation!
Whether you’re starting a business, catching up on books, or preparing for tax season — we’re here to help.
