Documents to Bring

Daytona Tax Documents CPAWhat to bring to your Sandollar Accounting Appointment

To schedule an appointment at our office with a tax professional, simply call us at 386-333-9855 or fill out the simple form on our contact page.

When you make your appointment be sure to assemble the following documents and make sure to bring them to your appointment

What to bring on your appointment

  • Full name of all family members listed on the return
  • Valid driver’s license
  • Birth date
  • Social security card (original card)
  • ATIN
  • ITIN
  • Last year’s tax return

Tax forms:

  • W-2 ‘s
  • K-1
  • 1095A
  • Allocated tips
  • Form 1097-BTC, 1098-E, 1098-MA, 1098-T,
  • All 1099 (A, B, C, DIV, G, K, LTC, MISC, OID, PATR, Q, R, S, SA, forms
  • Rental income and expenses
  • Self-employment income, expenses, mileage log, vehicle information (used for business purposes)
  • Gambling or lottery winnings
  • Estimated taxes paid
  • Retirement distribution
  • Unemployment compensation,
  • Other miscellaneous income

Adjustments /deductions:

  • Medical expenses
  • Mortgage interest
  • All taxes paid
  • higher education costs
  • Student loan interest
  • Contributions to charity
  • Employee business expenses
  • Gambling losses
  • Moving expenses

Credits:

  • Employer child care assistance
  • Retirement savings contribution
  • Adoption expenses

Business

  • Profit and Loss (if available)
  • Bank statements all business purchases (equipment, vehicles, etc)
  • Credit card statements (business)
  • Cost of goods sold
  • Employee records (gross wages, SUTA, FUTA paid, health insurance, general insurance, workman compensation insurance,etc)
  • We can help you withbookkeeping needs, so your taxes will be done in a timely manner.
  • Last’s years business return