Things to Prepare Prior to Meeting with Your CPA
Bringing all paperwork to a meeting with your CPA is imperative so your taxes and other financial documents can be filled out properly. However, it can be difficult to know everything you need to have with you. Consider the following items as you prepare for a meeting with one of our CPAs in Las Vegas:
Income-Related Documents
- Any Form W2s
- Any Form 1099s
- 1099-MISC (From Employer)
- 1099-INT (Interest)
- 1099-G (Government Payments)
- 1099-B (Stocks/Bonds)
- 1099-SSA (Social Security)
- Any K1s from a partnership, small business or trust
- Additional income not reported
- Self-employment income
- Rental income
- Alimony
Expense Documentation
Bring any and all expenses related to your current tax year. The following expense documentation can be shown via spreadsheets, receipts and cancelled checks:
- Contributions to a retirement account
- Moving expenses
- College expenses
- Medical and dental expense
- Real estate taxes
- Gifts and charitable contribution
- Child care costs
Kondler & Associates, CPAs in Las Vegas, offers a comprehensive set of accounting and taxation services. Our qualified team of accounting professionals is ready to add value to your individual or business needs; we start with a no charge consultation. This gives you the opportunity to meet us in person and it gives us the opportunity to understand your requirements so that we can offer the right services. Call (702) 433-7075 to set up an appointment with one of our CPAs in Las Vegas.
