Schedule an appointment today and experience our personalized approach to tax, legal, and partnership consulting. To make the most of your time with us, we've provided a checklist of items you should bring along to your private meeting. We're here to help you understand your own finances, and a one-on-one visit with one of our trained professionals is just a phone call or an email away.
 
  • Last Year's Tax Returns
• Annual Mileage Report
            - Vehicle Mileage Form Download
• W2 Forms
            - W2 Form Download
• 1099 Forms
            - Businesses paying any contractors more than $600 per year must issue 1099 forms to the
            contractor by January 31.
            - 1099 Request Form Download
• Charity Receipts and Records of Prizes or Awards
            - Travel for Charity Form Download
            - Non-Cash Contributions Form Download
            - Prizes and Awards Deduction Worksheet Download
• Social Security Numbers
            - Taxpayer
            - Spouse
            - Children
            - Other Dependents
• Dates of Birth
            - Taxpayer
            - Spouse
            - Children
            - Other Dependents
• Day Care Provider
            - Employer Identification Number (EIN)
            - Address, Phone Number
            - Amount Spent Per Child
            - Day Care Tax Organizer Worksheet Download
            - Expenditures for Children with Disabilities Worksheet Download
• Property Tax Statements (Two statements per year)
• Receipts and Records of Home Improvements
            - Expenditures for Home Improvements Worksheet Download
• Real Estate Transaction Documents
            - Sold Property- Escrow statements for the sale and purchase of the property
               Purchased New Property- Escrow statements for the purchase only
            - Refinanced Property- Escrow statements for the original purchase and refinance
            - Income and Expenses Organizer for Real Estate Professionals Download
• Business Income Statements (Partnerships/Corporations/Sole Proprietorships)
            - Income and Expense Worksheet: Partnership Download
            - Income and Expense Worksheet: Corporations Download
            - Income and Expense Worksheet: S-Corporations Download
• Depreciation and Amortization
            - Form 4562: Partnership Download
            - Form 4562: Corporations Download
            - Form 4562: S-Corporations Download
• Stock Transactions
            - Stock Transactions Worksheet Download
• Rental Property Income Statement
            - Rental Property Worksheet Download
            - Rental Real Estate Income and Expense Worksheet: Partnership Download
            - Rental Real Estate Income and Expense Worksheet: S-Corp Download
   
 
  We encourage you to download and complete these forms if applicable. The more information you can provide us on your financial history, the faster we can assist you.

•  Non-Business Bad Debt Worksheet Download
•  Corporation Information Worksheet Download
•  Job Hunt Expense Worksheet Download
•  Taxpayer Elections Form Download
•  Higher Education Deduction Form Estimated Tax Payments Form Download
   
  *To view these files you will need the FREE Adobe Acrobat Viewer click here to download (FREE)
   
 
 
 
3303 Harbor Blvd., Suite D8
Costa Mesa, CA 92626
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(714) 545-3052  (p)
(714) 545-2106  (f)
info@communitybusinessinc.com
   
 
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