Your Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review these sections carefully. Depending upon your tax bracket, you may save as much as $37 for each $100 in deductible expenses you find in your 2019 records.
If our firm prepared your return last year, your prior year amounts are included in the Prior Year Amount column of your Organizer. Use this information to help you remember the types of income and deductions you reported last year.
To complete the Organizer, enter all relevant information in the designated areas on each page. Please add any notes or questions that will help us prepare a complete and accurate return for you and to plan with you how to manage your tax situation in future years.
If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer.
Please arrange to either drop off your documents to our office at-2600 Berlin Turnpike, Newington, CT 06111 or please make arrangements for an in-office appointment.
When you arrive for your appointment, please bring your Organizer and any of the following that applies to your tax situation:
Last year's tax return (if not in our possession)
Original Form(s) W-2
Schedule(s) K-1 from partnerships, S-corporations, estates or trusts
Information about contributions to a pension or other retirement plan if this is the first year you received income from the plan
Form(s) 1099 or statements reporting dividend, interest, retirement or other income
Broker statements providing details of capital gains transactions
Form(s) 1098 and copies of real estate tax bills, etc.
Legal documents pertaining to the sale or purchase of real property-Settlement Statement.
Donations Address of Donee Amounts, over $5000 letter from the organization
Hud 1 Statements for all property Purchases and Sales
Expenses to be claimed for any renovations
Additions to the Cost basis of Property
Dates Properties placed in service
Income derived from property-Expenses related to operations
Utility bills, receipts for maintenance/repairs, all related documents
Copies of all 1099's issued
Partnerships
Financial Statements-Income Statement & Balance Sheet for all LLC's
Partner information-Name, SS, DOB, Address ownership percentages
Tax Maters Partner designation for LLC's
Please note we may require additional documents once we begin the review. If you have any questions before your scheduled appointment, please give us a call. Sincerely, AAG Tax & Accounting, LLC