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



Documents to bring to our 1040 meeting:
Last 2 years tax returns
Last 2 years depreciation schedules, if applicable
Copies of IRS notices
All current year tax forms and information including:
  • W-2, 1099 Misc
  • 1099's from brokers and banks
  • 1098 Mortgage Interest, property tax receipts
  • K-1's
  • Dates of birth and occupations
    Gain or loss information on stock trades and sales of assets
    Settlement statements for refinance, purchase or sale of property
    Amount of cash charitable contributions
    Value of non-cash charitable contributions
    Estimated tax payment amounts and dates
    Cancelled check for direct deposit of refund

    Business Income & Deductions Form

    Business Documents
     
     
    Copyright © Mark Taylor, CPA 2019