PERSONAL AND CORPORATE TAXES

 

I TIN APPLICATION

1040 EZ, 1040A, 1040

1040X AMENDED TAX RETURNS

RELATED TAX CREDIT FORMS

SPECIALIZING IN SELF EMPLOYED (SCHEDULE C)

SMALL BUSINESS CORPORATION, PARTNERSHIPS, LLC'S & NON PROFITS.

1120S,1120, 1065, 990

We make your tax experience painless. Offering E-file, direct deposit, fee collect (pay for your tax preparation fees with your tax refund), refund anticipation loans, drop  off service, fax service & mobile tax service.


To ensure the appointment at CSP & Associates is as efficient as possible, please make sure you have gathered all necessary items and information needed to file your return. What you need to bring depends on your specific situation so please carefully review the list below.


Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.


What to Bring To Your Tax Preparation Appointment

All Clients

Last year's federal and state returns, 1099's for interest and dividend income, W-2's for
jobs held.

Retired Clients

Amount and date paid for all estimated tax payments, 1099's for social security and pensions, amounts paid for medical insurance and expenses.

Self-Employed Clients

Amount and date paid for all estimated tax payments, summary of business income and expenses, 1099s received for business income, medical insurance paid, equipment purchased.

Clients Who Own A Home

1098s for interest paid on mortgage and property tax statements; escrow statements for homes purchased or sold, and refi escrow statements; summary of charitable contributions and DMV fees; receipts for non-cash contributions, i.e. Goodwill.

Clients Who Have Investment Income

Year-end statements for investment accounts; brokerage house 1099s; original purchase price and purchase date for any stocks sold, if not included on year-end statement.

Clients Who Have Small Children

Name, address, telephone number and social security number for each child care provider; amount paid to each child care provider, summarized by child.

Clients Who Have Children In College

Detail of amounts paid for tuition, fees and books per child.