P.O. Box 340024
Lakeway, TX 78734
Phone: 512-261-3218
Email: mark@marktaylorcpa.com



Documents to bring to our Business Tax meeting:
Last 2 years tax returns
Last 2 years depreciation schedules, if applicable
Comparative Profit/Loss Statements & Balance Sheets
Details of Fixed Asset additions and disposals
Copy of W-2's for owners & officers
Copy of W-3 or Company W-2 summary
Notices & forms received from IRS or Texas
Settlement statements for refinance, purchase or sale of property
New address if applicable
Legal documents, incl. ownership %'s, organizational documents
Total meals and entertainment if not reported separately
Detail of taxes and insurance by type

Business Income & Deductions Form
 
Copyright © Mark Taylor, CPA 2019