Shah CPA Firm, PLLC

CHECKLIST for first meeting - income tax preparation:

General Information:

1. Prior year's completed and filed tax return (all pages, both federal and state)
2. Cover Letter - include short paragraph and let me know any information that I should know or focus on
3. Include all Contact Information - current mailing address, phone number and email address
4. Married? Dependents? If so, need full name (as it appears on the social security card), social security number, and date of birth
5. Copy of your driver's license (both front and back) - for taxpayer and spouse

Tax Documents:

1. All tax documents that came in the mail (some places provide online - if so, please print out for me) - W2, 1099, 1098, etc
2. Itemized Deduction information (property taxes, mortgage interest paid Form 1098-INT, charitable donations)

Profit & Loss Summary (P&L) for Sole Proprietorship or Rental Income:

1. One page P&L for sole propreitorship (business)
2. One page P&L for rental income (separate P&L for different property)

Other Information:

1. Significant cash outflows during the year (just let me know) - often there may be tax benefits
2. Any cash inflows during the year - let me decide whether it needs to be reported