Tax Preparation for Businesses: What You Need in Your Meeting

Personal Information

  • Full legal names
  • Social Security numbers
  • Addresses
  • Ownership percentages
  • Ownership acquisition dates
  • Distribution details

*For you and any other business owners.

Business Related Information

Current financial statements and bookkeeping records

  • Profit and loss statements
  • Balance Sheets
  • General ledger

*If we do your business bookkeeping, you can skip this step

Tax payments

  • State & Federal
  • Property

Income Records

  • 1099 Forms

Business Related Expenses

  • Meals and entertainment
  • Travel (hotel, airfare, transportation, etc.)
  • Advertising (business cards, website, ads, etc.)
  • Legal and accounting fees
  • Business insurance
  • Tax, business license, and permit fees
  • Office supplies
  • Internet and cell phone
  • Bank fees
  • Business loan interest
  • Equipment, storage, and office rent
  • Health care expenses
  • Charitable donations (Donations over $250 require a quid pro quo statement from the organization at the time of donation)

If you work from home

  • Square footage of the home
  • Square footage of the office space
  • Utilities plus repairs
  • Homeowner’s/renter’s insurance
  • Form 1098s for mortgage interest
  • Property taxes

If you use your vehicle for your business:

  • Fuel and oil costs
  • Lease payments
  • Insurance and tax payments
  • Parking fees and toll charges
  • Repair and maintenance fees


  • Sold or purchases assets
  • Asset depreciation (date of acquisition, purchase price and sale price, if applicable)
  • Salaries and wages paid to employees (forms W-2, W-3 and form 940)
  • Commissions paid
  • Fringe benefits paid to employees

***If you are a new client, please bring a copy of your last two year’s completed tax returns.

Schedule Your Free Tax Assessment