Sunday, May 20, 2012
What to bring to your Tax Preperation meeting
Wage statements/W2s Pension, retirement income/1099-Rs Interest and dividend income statements Commission Statements Sales of stock or bonds Self-employed business income and expenses Lottery or gambling winnings/losses State refund amount Social…
We can convert your manual system to the automated accounting system of your choice. After setting up your new system we will train you and/or your staff in the use…
What to bring to your Tax Preperation meeting
- Wage statements/W2s
- Pension, retirement income/1099-Rs
- Interest and dividend income statements
- Commission Statements
- Sales of stock or bonds
- Self-employed business income and expenses
- Lottery or gambling winnings/losses
- State refund amount
- Social Security/Unemployment Income
- Income and Expenses from rental properties
- Alimony paid or received
- Record of purchase or sale of residence
- Medical and dental expenses
- Real estate and personal property taxes
- Real Estate Closing Statement
- Form 1098 – Mortgage Interest Statement
- Estimated taxes or foreign taxes paid
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Childcare expenses & provider information
- Social security card(s)
- Driver’s License(s)
- Dependents’ social security numbers and dates of birth
- Last year’s tax return
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Contact Info
Bacak LLC.
Address: 417 Totowa Rd.
Totowa, NJ 07512
Phone: 973-77-7723
Fax: 973-777-7783
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