To ensure accurate and efficient tax filing, please provide the following documents:

Income Documentation

• W-2 (Wages)
• 1099 Forms:
• 1099-INT (Interest Income)
• 1099-DIV (Dividends)
• 1099-B (Broker or Barter     Transactions)
• 1099-R (Pensions and IRA Distributions)
• Schedules K-1 (Partnerships, S Corporations, Estates, Trusts)
• Any other income statements provided by payers
• Health Insurance Forms:
• 1095-A (Marketplace Insurance)
• 1095-B (Private Insurance)
• 1095-C (Employer-Provided Insurance)

  Previous Tax Information

  • Copies of your last year’s tax returns
  • Completed Individual Income Tax Organizer

  Investments & Real Estate

  • Brokerage statements for stocks, bonds, virtual currency, etc.
  • Closing statements for any real estate purchases or sales
  • Form 1098 (Mortgage Interest Paid)
  • Real estate tax bills and related property information

  Business & Rental Income

  • Detailed income and expenses for business or rental activities (organized by category)
  • Mileage records for business vehicle use (total, commuting, and business miles)
  • Record of estimated tax payments made

  Deductions & Contributions

  • Itemized deduction details for:
  • Medical expenses
  • Taxes paid
  • Mortgage/loan interest
  • Charitable donations (Include acknowledgment letters)
  • Miscellaneous deductions

  Additional Documents

  • Any IRS or state tax notices you received
  • Any documents you’re unsure about—we’re here to help!

  Need Assistance?

  If you have questions about any of these documents, please reach out. We’re happy to guide you through the process!

If any of these sound familiar, it might be time to explore outsourced accounting solutions:

1. Struggling to find time to focus on growing your business
2. Lacking the staff or resources for in-house accounting
3. Falling behind on the latest financial technology
4. Missing critical financial data for decision-making
5. Worried about overlooked tax-saving opportunities

Let us handle your accounting so you can focus on growth.

• A valid, government issued photo I.D. 
• All documents that need to be notarized, fully completed and ready for signature. (The notary public is prohibited from helping you prepare, complete, or understand legal documents.)
• If your documents require a signature witness in addition to notarization, please make sure to bring a witness with you.

We are Located in

8051 North Tamiami Trail C5

Sarasota, FL 34243