What to Bring - Oh So Taxing

What you will need to bring with you for your appointment

Items and documents you will need to bring to your appointment with Oh So Taxing:

Business Financial Statements:
Profit and Loss Statements (Income Statements) for the last year.
Balance Sheets for the last year.
Cash Flow Statements.
Bank Statements:
Recent bank statements for all business accounts (last 3-6 months).
Accounts Receivable and Accounts Payable Reports:
Aged receivables and payables reports.
List of outstanding invoices and unpaid bills.
Tax Returns:
Last two years of business tax returns.
Expense Records:
Detailed records of business expenses, including receipts and invoices.
Payroll Information:
Payroll records, including details of employee salaries, wages, benefits, and payroll taxes.
Loan and Credit Information:
Details of any business loans, credit lines, and outstanding debts.
Asset and Depreciation Schedules:
List of business assets and depreciation schedules.
Business Licenses and Permits:
Copies of business licenses, permits, and any other regulatory documents.
Business Plan or Budget:
Current business plan or budget (if available).

Transaction Records:
All financial transaction records, including sales receipts, purchase orders, and invoices.
Bank Statements:
Bank statements for all business accounts (last 3-6 months).
Credit Card Statements:
Statements for all business credit cards (last 3-6 months).
Payroll Records:
Payroll details including employee information, payroll schedules, and tax withholdings.
Accounts Receivable and Payable Records:
List of all outstanding invoices (accounts receivable) and unpaid bills (accounts payable).
Expense Records:
Documentation of business expenses, including receipts and invoices.
Sales Tax Records:
Details of sales tax collected and paid.
Business Licenses and Permits:
Copies of any relevant business licenses and permits.
Current Accounting Software:
Information about the accounting software currently in use (if any).
Chart of Accounts:
A copy of your current chart of accounts (if available).

Personal Information:
Social Security numbers for you, your spouse, and any dependents.
Marital status and details of dependents.
Income Information:
W-2 forms from all employers (for individuals).
1099 forms for other income (e.g., freelance, contract work).
Details of rental income, investments, and other sources of income.
Profit and loss statements for small businesses.
Deductions and Credits:
Documentation for potential deductions (e.g., mortgage interest, medical expenses, charitable contributions).
Information about education expenses (e.g., 1098-T forms).
Details of retirement contributions and tax-advantaged accounts (e.g., IRA, 401(k)).
Expense Records:
Receipts and records of deductible expenses, such as business expenses, medical costs, and education expenses.
Tax Returns:
Copies of your last two years of tax returns.
Investment and Retirement Information:
Details of investment accounts, including dividends and capital gains/losses.
Information about retirement accounts and contributions.
Estate Planning Documents:
Wills, trusts, and any documents related to estate planning.
Business Tax Information (for small businesses):
Last two years of business tax returns.
Details of business income and expenses.
Information on business structure (e.g., LLC, S-Corp).

Personal Financial Statements:
Current financial statements, including a balance sheet and income statement (if available).
Income Information:
Details of all income sources, including employment, investments, rental income, etc.
Expense Records:
A detailed list of monthly expenses, including housing, utilities, insurance, debt payments, etc.
Debt Information:
Information on any outstanding debts, including credit card balances, loans, and mortgages.
Recent credit reports.
Savings and Investment Accounts:
Statements for savings, checking, and investment accounts (last 3-6 months).
Retirement account statements (e.g., IRA, 401(k)).
Insurance Policies:
Details of insurance policies, including health, life, disability, and property insurance.
Estate Planning Documents:
Copies of wills, trusts, powers of attorney, and any other estate planning documents.
Goals and Objectives:
A list of financial goals, both short-term and long-term (e.g., retirement, purchasing a home, education).
Budget or Financial Plan:
Any existing budget or financial plan (if available).

Identification:
A valid government-issued photo ID (e.g., driver’s license, passport, state ID).
Documents to be Notarized:
The original documents that need to be notarized (e.g., contracts, affidavits, wills, deeds).
Witnesses (if required):
If your document requires witnesses, bring the required number of witnesses (they will also need valid IDs).
Proof of Residency (if applicable):
Some documents may require proof of residency, such as a utility bill or lease agreement.
Instructions for eNotary Services (if applicable):
Access to the necessary technology (computer, internet connection) and knowledge of the eNotary platform being used.
Any specific instructions or login details required for the eNotary service.
Supporting Documents (if applicable):
Any additional documentation related to the transaction or matter being notarized.
Payment Method:
Bring a method of payment for notary fees, whether cash, check, or credit card.

Having these documents and information prepared in advance will help ensure a smooth and productive initial appointment with Oh So Taxing.