Income and expenses summarized by a single number by category for the entire year (see below)*:
These are sample categories, add more as needed.
Any 1099s received.
*Your fee will be less if the income and expense listing is in Excel or direct access to a QuickBooks Online account. A Word or PDF document or sent in the body of an email would be the next most preferred methods. Fees will be higher if we are presented with a handwritten summary or a collection of receipts.
Please provide the total amounts paid for health insurance out of pocket for you and your family.
Please provide the total amounts paid for long-term care insurance out of pocket for you and your family.
Business miles driven during the tax year with your business vehicle.
Non-business miles driven during the tax year with your business vehicle.
Make and model of your car, date purchased, purchase price (full price, even if financed). If leased, please state that.
Original purchase price and SINGLE number total of all historic improvements.
Improvements from the current tax year.
Square footage of the entire home.
Square footage of segregated space used exclusively for business. Please state if you own or rent.
Full year amount of home expenses (property taxes*, maintenance, utilities, insurance, rent).
If you own, please provide your Form 1098 mortgage interest statement.
Any improvements/expenditures made directly to your home office.