Organizer – Documents and Details for Tax Preparation meeting
For Corporations, Partnerships and LLC:
For Small Business or Sole Proprietorships:
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For Individuals: Name of bank and the amount Name of payee and the amount
Sales information Cost-basis and date of purchase
Income and expenses If it’s a new or refinanced rental property, we need your closing statement
Mortgage interest Property tax If it’s a new house or refinanced, we need your closing statement
DMV
Cash Non-cash – bring receipts
Utilities Telephone Car expenses Supplies bought Appliances Furniture
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