URON Tax & Financial Services, LLC

Ph: (248) 624-2511;
(248) 921-9941(Cell)
Fax: (248) 669-9422

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 like tuition, lodging, etc. and 1099-Ts
11. Home Owner info like mortgage interest paid, property taxes paid, personal property taxes like those of the car/boat etc. (It is better to bring a copy of the 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 Businesses:

1. All details about the business like 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.