Annual Client Tax Meetings
As part of your service with Accurate Arlington Services, Inc., you will have an annual tax meeting with Alan Gabrys at the end of the year to review your tax information and determine applicable tax consequences. To ensure complete preparation for this meeting, we have created a list of required documentation that must be brought with you to your meeting. Please review and print a copy of our required annual tax meeting information before your meeting time.
Information Required for Annual Tax Meeting
At your annual tax meeting, Alan Gabrys reviews your tax information and determines the tax consequences. This meeting will be 1 hour for corporate clients and 45 minutes for individual clients. The ideal time for this meeting is December or early January. This meeting will also help with your 4th quarter payroll to get the correct withholding for your tax liability. Since, payment is expected at the time of your appointment, you may bring a check, money order or credit card.
The following information should be brought with you to this meeting:
W-2 OR LAST PAYROLL STUB
INTEREST & DIVIDENDS (1099INT, 1099DIV)
REAL ESTATES TAXES
MORTGAGE INTEREST PAID
STOCK INFORMATION (BUYS, DATE, AMOUNT, SALE, DATE, AMOUNT)
RENTAL INFORMATION (INCOME, EXPENSES)
ANY IRA CONTRIBUTIONS OR DISTRIBUTIONS
ANY SOCIAL SECURITY PAYMENTS, OR UNEMPLOYMENT BENEFITS PAID
HOUSE SALE INFORMATION
CORPORATE INFORMATION (INCOME, EXPENSES PAID THROUGH THE BUSINESS, ANY SALES OF TRUCK OR EQUIPMENT, ANY QUESTIONS YOU MAY HAVE, AND PAYROLL INFORMATION)
ANY OTHER INFORMATION YOU FEEL WOULD BE HELPFUL FOR COMPLETING YOUR PERSONAL AND BUSINESS TAX RETURNS