195 High St,
Holyoke, MA 01040
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!
Ready to file? Call
Prior year tax return (new clients)
Summary of income and expenses including Balance Sheet and Profit and Loss Statement (comparative with prior year)
Payroll records including 941’s, W3 and copies of W2’s
Sales and meals taxes paid
Estimated payments to the State and IRS
Purchase and sale of equipment, included trade in items.
Year-end bank reconciliation for cash accounts
Loan balances/credit card statements at year end
Copy of Annual Report
*Additional information may be requested.