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Shah CPA Firm, PLLC & Shah Law Firm, PLLC
Shah CPA Firm, PLLC & Shah Law Firm, PLLC
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  • The CPA Firm
    • Shah CPA Firm, PLLC
    • Preparing for 1st meeting
    • FAQ - choosing a preparer
    • FAQ - IRS audits
  • The Law Firm
    • Shah Law Firm, PLLC
    • FAQ - IRS audits
    • FAQ - tax attorney vs cpa
  • About Neeraj Shah
    • Neeraj Shah Bio
    • Local to Penfield
    • Penfield History
    • Penfield Photos
    • Penfield Events
    • Penfield Poems
    • Penfield Eclipse 2024
  • Contact Us
    • Contact Us - 585-388-8388
    • Testimonials
    • Resources & Social Media
    • Your Business Card
    • - the fine print -
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    • Home
    • The CPA Firm
      • Shah CPA Firm, PLLC
      • Preparing for 1st meeting
      • FAQ - choosing a preparer
      • FAQ - IRS audits
    • The Law Firm
      • Shah Law Firm, PLLC
      • FAQ - IRS audits
      • FAQ - tax attorney vs cpa
    • About Neeraj Shah
      • Neeraj Shah Bio
      • Local to Penfield
      • Penfield History
      • Penfield Photos
      • Penfield Events
      • Penfield Poems
      • Penfield Eclipse 2024
    • Contact Us
      • Contact Us - 585-388-8388
      • Testimonials
      • Resources & Social Media
      • Your Business Card
      • - the fine print -
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  • Home
  • The CPA Firm
    • Shah CPA Firm, PLLC
    • Preparing for 1st meeting
    • FAQ - choosing a preparer
    • FAQ - IRS audits
  • The Law Firm
    • Shah Law Firm, PLLC
    • FAQ - IRS audits
    • FAQ - tax attorney vs cpa
  • About Neeraj Shah
    • Neeraj Shah Bio
    • Local to Penfield
    • Penfield History
    • Penfield Photos
    • Penfield Events
    • Penfield Poems
    • Penfield Eclipse 2024
  • Contact Us
    • Contact Us - 585-388-8388
    • Testimonials
    • Resources & Social Media
    • Your Business Card
    • - the fine print -

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Shah CPA Firm, PLLC

585-388-8388

Preparing for the first meeting

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

First meeting - being prepared. Neeraj Shah is a CPA and an attorney.

First meeting - being prepared. Great checklist on this page!

Call (585) 388-8388 today

You are probably paying more for your tax preparation than our rates. We are here to support you, and we won't let you down. Don't opt for an inferior product; your refund depends on it!​ Don't wait until you get all your forms.

Office building for Shah CPA Firm, PLLC and Shah Law Firm, PLLC. Neeraj Shah is a CPA and attorney.

Neeraj Shah, Esq., MBA, CPA

2033 Penfield Rd 

Penfield, NY 14526


585-388-8388

About Neeraj

Copyright © 2023 Shah CPA Firm, PLLC and Shah Law Firm, PLLC - All Rights Reserved.

  • Home
  • Shah CPA Firm, PLLC
  • Shah Law Firm, PLLC
  • Neeraj Shah Bio
  • Contact Us - 585-388-8388
  • - the fine print -