Information To Bring To Appointment

Use this as a guide to gather your information for your tax appointment.

NEW CLIENTS

  • A copy of last year's Federal and State tax returns is needed (very important)

INCOME ITEMS

  • Form W-2's Wage Statements
  • Form 1099, Interest and Dividend Statements
  • Form 1099-R, Pension and IRA Statements
  • Unemployment Compensation
  • Sale of Stock Information including Sales Price, Purchase Price, and Date bought and sold
  • Social Security Statements
  • Business Income and Expenses
  • Rental Income and Expenses
  • Gambling Winnings

DEDUCTION ITEMS

  • See Our Tax Tips Deduction Checklist Attached

IF YOU BOUGHT A NEW HOME

  • Settlement Statement on the purchase of your new home

IF YOU SOLD A HOME OR REFINANCED

  • Settlement Statements on the sale of old home and the purchase of the old home(if possible)
  • List of Home Improvements on old home if you foresee a large gain

IF FILING ELECTRONICALLY (ONLY WHEN EXPECTING A REFUND)

  • A voided or canceled check

Why Suresh Patel CPA?

Rich and unmatched experience in taxation, public accounting and Payroll Services

We bring about 20 years of experience in Accounting, Taxation, Financial consulting and Payroll Services.

Timely and Accurate Consulting

Be rest assured about your Corporate, Payroll and Sales Tax returns. We make sure you know the proper amounts to pay and when and how to pay them. If you do receive IRS notices, we will respond to them at no cost to you.

Personalized Services

Customer Satisfaction is our motto. You will continue to work with the same set of our staff person on an ongoing basis. We accommodate your time constraints and are available to serve you after hours and during weekends.

We don't 'Nickel and dime' our clients

Our Consulting services are provided at an affordable fixed fee. There are no unpleasant surprises. We don't watch the clock while we are consulting on Accounting or Tax matters.

Call us today at 973-316-6500 to set up an appointment.