Find peace of mind during tax season

Filing or amending tax returns can be stressful. Below are common documents that may be required when consulting with D & P Business Services Inc. We will ensure a smooth processing of your

tax return.

Review the documents listed below, and make sure you're prepared for tax season. We'll handle the rest!

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The following forms should be provided to complete an individual tax return:

Prior year tax return (new client)
Social Security Cards for clients and dependents and Birth

Certificates

W2’s from all employers
W2’G – gambling winnings
1099’s which includes interest, miscellaneous and retirement, Government (unemployment)
1099 SSA - Social Security Statements
1099R Retirement income statement
Brokerage year end statements (which includes stock purchases, sales, dividends and interest)
Tuition Statements from the Colleges 1098T and proof of payments

Property tax payments
Excise tax payments
Amount paid for medical expenses, medical insurance and long

term care insurance

EIC (earned income credit) copies of birth certificates, and proof of residency for each dependent.
Energy efficient improvements to the home
K1’s from partnerships, Sub S Corporations and Estates or Trusts
Estimated income tax payment amounts and dates paid
Health Care Insurance documentation HC form
Mortgage Interest statements 1098 int
Charitable contributions

If you have income property, please bring the following:

Breakdown of income and expenses
Invoices for capital expenditures (i.e.: roof, furnace etc.)
If first year - Purchase and sale of property documentation or settlement statement

Schedule C (Sole Proprietor and Disregarded Entity):

Summary of income and expenses
Purchases and sale of equipment or business
Inventory
Business miles
Office in the home expenses
Estimated income tax payments, amounts and dates paid
IRA or Sep contributions
Health insurance premiums

*Other items not on any of the above lists may be requested.