Information Required for Annual Tax Meeting

At your annual tax meeting, Alan Gabrys reviews your tax information and determines the tax consequences.  This meeting will be 1 hour for corporate clients and 45 minutes for individual clients.  The ideal time for this meeting is December or early January.  This meeting will also help with your 4th quarter payroll to get the correct withholding for your tax liability.  Since, payment is expected at the time of your appointment, you may bring a check, money order or credit card. 

The following information should be brought with you to this meeting:

W-2 OR LAST PAYROLL STUB

INTEREST & DIVIDENDS (1099INT, 1099DIV)

REAL ESTATES TAXES

MORTGAGE INTEREST PAID

STOCK INFORMATION (BUYS, DATE, AMOUNT, SALE, DATE, AMOUNT)

RENTAL INFORMATION (INCOME, EXPENSES)

ANY IRA CONTRIBUTIONS OR DISTRIBUTIONS

ANY SOCIAL SECURITY PAYMENTS, OR UNEMPLOYMENT BENEFITS PAID

HOUSE SALE INFORMATION

CORPORATE INFORMATION (INCOME, EXPENSES PAID THROUGH THE BUSINESS, ANY SALES OF TRUCK OR EQUIPMENT, ANY QUESTIONS YOU MAY HAVE, AND PAYROLL INFORMATION)

ANY OTHER INFORMATION YOU FEEL WOULD BE HELPFUL FOR COMPLETING YOUR PERSONAL AND BUSINESS TAX RETURNS