Mansfield Bookkeeping & Accounting

Please have the    following information available at the time of your appointment:

 For all tax returns:

• Prior year tax return if available
• A picture id for taxpayer and spouse
• Social security cards for taxpayer, spouse, and dependents
• Taxpayer and spouse full names and dates of birth
• Dependents - full names and Dates of birth
• Dependent care expenses - need provider's name, address, tax payer identification #, and total amount paid for the year. Most daycares will provide this information.
• W-2's for all jobs worked during the 2019 tax year

For Schedule A & B (itemized returns)

• Form 1098's
• Support for any deductions claimed (receipts for real estate taxes paid, medical expenses, charitable giving)

For Business Returns

• Receipts or records documenting business income received during 2019
• Receipts for business related expenditures
• Mileage log, if applicable, if deducting mileage expense
• If depreciating assets, details of date assets were placed in service, as well as the related costs are needed. 
• Extra charges may apply if the business records must be organized and categorized.