URON TAX & FINANCIAL SERVICES, LLC

"Your One-Stop Station for Tax Preparation & Representation"

2010 Checklist

Checklist for Tax Preparation – Individuals:

  1. Personal information of everyone in the household:  Full name, SS #, date of birth, last year’s return, etc. (If not prepared by us last year)
  2. W-2s
  3. All 1099’s
  4. All other incomes (rents, royalties, Schedule K-1s, etc.)
  5. Social Security payments received
  6. Alimony paid/received
  7. Gambling and lottery winnings
  8. Prizes and other awards
  9. Scholarships and fellowships
  10. Educational expenses (tuition, lodging, etc. and 1099-Ts)
  11. Homeowner information (mortgage interest paid, property taxes paid, personal property taxes like those of the car/boat etc.)  Please bring a copy of any closing statements, if you purchased or sold a home during the year
  12. Moving expenses
  13. Stock/Mutual Fund transaction information
  14. IRA or other similar plan contributions
  15. Charitable contributions (cash as well as property)
  16. Bank account number and routing number for direct deposits


Checklist for Tax Preparation - Businesses:

  1. All details about the business:  Business name, type, EIN, last year’s return copy (if not prepared by us), etc.
  2. State unemployment withholding number/state tax id
  3. Total wage records for employees including taxes withheld (940/941’s)
  4. State sales taxes collected and paid
  5. Business income details
  6. Expense records
  7. Depreciation/amortization details from previous year (if not prepared by us)
  8. New purchases
  9. Beginning and ending inventory
  10. Vehicle details (if used in business)
  11. Insurance/taxes/licenses, etc. 

George T. Vannilam, MS, EA, MBA
Enrolled Agent

  • In business since 1989
  • Individual and Corporate Tax Preparation
  • All State returns
  • Represent clients, both individuals and all types of businesses, in all matters/audits with IRS
  • Fully trained in all tax areas
  • Authorized  Provider
  • Cordial and reliable services
  • Most reasonable rates 
  • Bookkeeping and Payroll 

George is a member of both the
National Association of Enrolled Agents (www.naea.org) and the Michigan Society of Enrolled Agents (www.misea.org).

 

CONTACT US

3098 Bennington Drive • Wixom, MI 48393-1722
(248) 624-2511 (office) • (248) 921-9941 (cell) • (248) 679-1553 (fax)
Email:  gtvann@aol.com

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