APS Tax Corporation

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  Income Tax Appointment Preparation Checklist

    Individual Income Tax Return Preparation Checklist 

    Please bring in the following items that apply to you:

   
  1.  A copy of last years federal and state tax returns, including depreciation schedules
    2.  All year end W-2, 1099, social security income, and any foreign income forms
    3.  Other income and expenses:
                    - Escrow closing documents
                    - Sale of assets
                    - Stock sale statements
                    - Investment interest
                    - Moving costs
                    - Rental income
                    - Dividends Income
                    - Small business profit & loss statement
    4.  Records of any employment related expenses such as:
                    - Union dues
                    - Safety equipment
                    - Uniform and protective clothing
                    - Laundering and cleaning

                    - Small tools and supplies
                    - Travel
                    - Automobile expenses with both total and business mileage for each car
    5.  A list of contributions to churches and charities with receipts
    6.  Amounts paid in and date paid for estimated taxes and / or extension, if any
     7.  Your house mortgage interest statement
    8.  Property tax statements or cancelled checks
    9.  Car license DMV fees paid
  10.  Record  of medical expenses
  11.  Record of major losses sustained such as accident, fire, theft, etc
  12.  Record of child care expenses including names, addresses, ss # or EIN of providers
  13.  Your children and other dependents ss # and date of birth
  14.  Record of tuition for college or university expenses for yourself and / or children    
  15.  Affordable Care Act: If you have insurance through Covered CA, bring Form 1095
  16.  Other questions - bring in your data and we will review during your appointment

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    Business Income Tax Return Preparation Checklist

    Please bring in the following items that apply to you:

    1.  A copy of last years federal and state tax returns, including depreciation schedules
    2.  Profit and loss statement
    3.  Balance sheet
    4.  Year end bank balances
    5.  Sales tax return copies
    6.  1099 Forms
    7.  Year end payroll reports including W-2 and W-3 forms
    8.  List of new assets purchased during the year including purchase date, price and description
    9.  Year end loan balances
  10.  Year end total of distributions taken from the business
  11.  Other questions - bring in your data and we will review during your appointment





Contact Information

APS Tax Corporation
150 North Grand Avenue, Suite 211
West Covina, California 91791

Hrs:      9:00 am  to  4:00 pm (Monday - Friday)
Tel:       (626) 967-5220

Email: 
services@apstax.com

Per The Uniform Accountancy Act:
Accounting Services are provided under the authority of Section 5052 of
the California Accountancy Act for which a state license is not required.