Having your personal or small business taxes prepared by a qualified CPA is the best way to ensure your returns conform to the latest IRS guidelines and you receive all the credits and deductions for which you qualify. But no accountant can produce an accurate, error-free return without complete access to appropriate documents and information.
If you’ve used our professional filing service in the past, then you already have a good idea of the kind of paperwork we need for your specific tax situation. However, if this is your first year with us or if your filing status for 2013 has changed in a significant way, then we recommend reviewing the following list of forms, documents, and general information required to prepare your tax returns:
In addition to the above documents, small business owners are asked to provide the following:
Please note that you may not receive formal documentation for all of the deductible items or expenses mentioned above or for other special circumstances related to your filing status. In those cases, we ask that you still note down dates, amounts, and other pertinent information for us to review. If necessary, our office can also provide you with a preliminary organizer to help get your paperwork in order prior to your appointment.
When it comes to filing federal and state income tax returns, individuals and small business owners alike can reap substantial benefits from the insight and knowledge of an experienced CPA. Help us help you by arriving with the proper forms, documents, and information we need to file your 2013 return in a timely manner.