Resources

The following is designed to assist you as you get ready to send or bring your data to our office.  Please send me a note on the "contact us" page if you need something else that is not here.  Many clients do like to develop their own checklist of items needed each year for their taxes.  That can work well as the list often does not change a lot from year-to-year unless you have something unusual for the current year.  If you work on developing your own list, then you can more easily understand what you need to get or obtain for your income tax preparation. That is why I have a "start your own checklist" that can be modified so you understand what you need to get for your taxes each year.

You don't have to use my lists nor transfer information to them if the information is on other pages you are sending to me or that I already have.  These are your tools to help you understand items that may be needed.  This is an attempt to list items that will apply to many tax payers.  With regular changes to income tax laws, the lists may not be complete.  My clients should stay informed about current tax topics that do apply to their situation and be sure that I know about them.

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Items my tax preparer will need to start preparing my personal tax reurns.  5k v. 1 Dec 4, 2018, 10:00 AM Sheldon Harding
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Make a tax list that you understand and can put together each year. This can help you get started.  44k v. 1 Dec 3, 2018, 7:54 AM Sheldon Harding
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A 2018 organizer checklist that will help you know if you have everything ready for us to prepare your taxes.  126k v. 1 Dec 3, 2018, 8:06 AM Sheldon Harding
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Good list of tax forms with descriptions so you know what to expect and may need to complete your personal tax returns.   35k v. 1 Dec 3, 2018, 8:22 AM Sheldon Harding
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Note: The price ranges shown represent a compilation based on valuation guides published by various charitable organizations for 2017. The taxpayer is responsible for establishing actual value of items donated.   25k v. 1 Dec 3, 2018, 3:21 PM Sheldon Harding
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Taxpayers with investments, rental properties or retirees will find these useful to gather information -- the tax preparer needs to see your K-1 1099R SSA and 1099B DIV INT forms from all your investments, banks and brokers. Make a list and check them off.   79k v. 1 Nov 13, 2012, 11:48 AM Debbie Harding
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Good list of 1099 forms with descriptions so you know what to expect and need to be sure your personal tax returns are complete.   34k v. 1 Dec 3, 2018, 8:21 AM Sheldon Harding
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Business checklist including auto miles and use of home and heath insurance premiums paid --also has page for W-2 employees expenses above reimbursements  124k v. 2 Nov 13, 2012, 12:12 PM Debbie Harding
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Reasons you may want to consider delaying deductions to 2013 or future years for higher tax benefits. Purchasing equipment gives some flexibility in choices that can be made. The same idea applies if you have any options or elections to accelerate reporting income into 2012.  29k v. 2 Jan 25, 2013, 11:13 AM Sheldon Harding
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This will help you see items needed to complete a typical business tax return. It may need modified for your particular business or organization, but should help you start a list that will not need to change much from year to year for your business.  28k v. 3 Nov 13, 2012, 10:50 AM Debbie Harding
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Corporation officers should set policies on what business expenses the corporation will pay for. This worksheet helps explain with tools to request reimbursement for business expenses the officer pays for.   30k v. 3 Nov 13, 2012, 10:50 AM Debbie Harding
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You may need to get your new business setup with several government agencies and this helps you find the right ones and gives you links and information to apply.  Dec 20, 2013, 4:22 PM Sheldon Harding
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This will help you gather what you need for any farming activities on land that you did this year.  66k v. 2 Nov 13, 2012, 10:50 AM Debbie Harding
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Tax checklist for personal tax return that can be used to start any year. If your personal or dependent information appears elsewhere like on your previous return or you have already provided it to me, you don't have to completely fill this out. Dates of birth for your family are needed as they are often used in income tax preparation.   43k v. 2 Nov 13, 2012, 3:15 PM Debbie Harding
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