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Individual Income Tax Returns
At Cowtown Bookkeeping we take great pride in preparing our client's yearly income tax
returns. From individuals to corporations we relieve the burden on you of maintaining
knowledge of current tax law changes. Our individual income tax questionnaire
documents the tax information our clients provide and helps in maximizing deductions.
Many of our new individual tax clients ask us what documents to bring to the tax
interview. The following list will help answer that question, but we also request that you
bring anything that you feel might be useful:
vehicle usage, employee benefit plans, and equipment purchases/retirements.
At Cowtown Bookkeeping we take great pride in preparing our client's yearly income tax
returns. From individuals to corporations we relieve the burden on you of maintaining
knowledge of current tax law changes. Our individual income tax questionnaire
documents the tax information our clients provide and helps in maximizing deductions.
Many of our new individual tax clients ask us what documents to bring to the tax
interview. The following list will help answer that question, but we also request that you
bring anything that you feel might be useful:
- W-2 for wages
Form 1098 for mortgage interest and/or property taxes paid
Form 1099 INT for interest income
Form 1099 DIV for dividend income
Form 1099 MISC for non-employee compensation or other income
Form 1099B for the sale of stocks or bonds
Form 1099R for retirement income
Year-end summary statements from mutual funds
Closing statements for the purchase or sale of real property
Invoices or receipts for purchases of business equipment
Statements or papers for financing
K-1’s from partnerships, S-Corporations, or trusts
vehicle usage, employee benefit plans, and equipment purchases/retirements.
Business Federal and State Tax Returns
If you are already a bookkeeping client of ours we will need to get the prior year income
tax returns to load balance sheet items and corporate details into our software. If
someone else has done your bookkeeping we will ask to see a current year and prior
year balance sheet and income statement. Our first step will be to confirm that the prior
year books tie to the prior year income tax return. We will also ask that you complete a
business tax questionnaire to help insure that no deductions are overlooked. We also
ask for additional details on vehicle usage, employee benefit plans, fringe benefits and
equipment purchases/retirements.
If you are already a bookkeeping client of ours we will need to get the prior year income
tax returns to load balance sheet items and corporate details into our software. If
someone else has done your bookkeeping we will ask to see a current year and prior
year balance sheet and income statement. Our first step will be to confirm that the prior
year books tie to the prior year income tax return. We will also ask that you complete a
business tax questionnaire to help insure that no deductions are overlooked. We also
ask for additional details on vehicle usage, employee benefit plans, fringe benefits and
equipment purchases/retirements.
What else can you expect as a client of Cowtown Bookkeeping? Our first year tax
clients get their prior year income tax returns reviewed for no charge. We use a
proprietary Tax questionnaire to find out as much as possible about your current tax
situation and then compare those answers to the prior returns. There will only be a
charge if a prior year amended return is prepared, and only with your approval.
clients get their prior year income tax returns reviewed for no charge. We use a
proprietary Tax questionnaire to find out as much as possible about your current tax
situation and then compare those answers to the prior returns. There will only be a
charge if a prior year amended return is prepared, and only with your approval.
| Copyright@2004, 2005, 2006, 2007 Cecilia C. Henry Cowtown Bookkeeping 1716 Ashland Avenue Fort Worth, Texas 76107 Voice: (817) 475-8938 Questions/Comments??? CHenry@cowtownbookkeeping.com |
| Call us: (817) 475-8938 E-Mail: CHenry@cowtownbookkeeping.com |