New Business Tax Client


Below are some items that you should bring with you for your

"New Business Client" appointment (some may not apply).

Don't for get these items:

* 1099S Form - Sale of Real Estate - You will need to have the cost basis (purchase Price)

* Rental Income Info - income, expenses, original cost, and prior depreciation

* 1099-G Statement of Overpayment (this is the amount of last year's state refund which may be taxable)

* 1099-M Form - Self Employment Income: provide summary of income and expenses

* Estimated Income Tax Payments

* Schedule K-1 from partnership, S-Corp, or Trust

* If you are filing a corporation in addition to your personal return please state this upon scheduling an appointment

* List of charitable expenses cash or non-cash

CALL FOR YOUR APPOINTMENT TODAY! 732 671-8153