Who We Help About Us Blog Book Consultation

/

FOR CLIENTS

Helpful resources for U.S. taxes and accounting.

Find answers, guides, checklists, and tools to help you understand your next steps.

Book a Consultation

FAQ

Frequently Asked Questions

Helpful answers for businesses and individuals working with ACCOUNTING ADVICE.

Book Consultation →

DOCUMENTS CHECKLIST

Which documents you'll need

A quick guide by category -- we'll confirm the exact list for your situation during your consultation.

For Individuals

Individual Tax Return

Form W-2 (employment income)
Form 1099 (contractor, investment, or other income)
Prior year tax return
Social Security numbers for you and dependents
Records of deductible expenses (medical, education, mortgage interest)

Foreign Income

Foreign bank account statements (for FBAR)
Foreign income statements or pay stubs
Form 1116 information (foreign tax credit), if applicable
Documentation of foreign investments or property

New U.S. Residents

Visa or green card documentation
Date of arrival in the U.S.
Prior-year foreign income records
Social Security number or ITIN application status

For Businesses

Business Tax Return

Profit & Loss statement
Balance Sheet
Prior year business tax return
EIN and business formation documents
Records of business expenses and receipts

Payroll

Employee W-4 forms
Prior payroll records
Contractor W-9 forms
State unemployment insurance account number

Bookkeeping

Bank and credit card statements
Receipts for business expenses
Invoices issued and received
Existing QuickBooks or accounting file (if any)

RESOURCE LIBRARY

More resources from our team

Practical guidance on U.S. taxes, accounting, and business finances.

RESOURCES

Useful Tools and Resources

Official IRS Resources

Individual IRS Account

Business IRS Account

Pay My Taxes

Business Guide

FREE GUIDE

Estimated Tax Payments in the USA

Looking for the latest updates? Blog & Updates