Getting Ready

Individuals – Instructions to Get Started 

  • Contact us for an appointment, or to inform us of your forthcoming information. E-mail and/or telephone are fine if no in-person appointment.
  • Download one or more of the following organizers and complete it to the best of your ability. These forms will help identify income and potential tax deductions, and help organize your tax information:
  • Gather all applicable tax forms and statements:
    • Forms W-2, 1098 series (Mortgage Interest, Student Loan Interest, Education Tuition, etc)
    • Forms 1099 series (Interest, Dividends, Brokerage, State Refunds, Unemployment, Social Security, Debt Cancellation, etc)
    • Forms 5498 (IRA) and HSA/MSA (Health Account reporting)
    • Schedules K-1 (From Partnerships, S Corporations, Trusts, and Estates)
    • Health insurance Forms 1095-A (Mandatory, if applicable), B, and C
    • Charitable cash donations exceeding $250 and non-cash exceeding $500 (Mandatory)
    • Proof of state and real estate tax paid, final escrow statements, and related documents
  • New clients: provide a complete copy of your last filed individual income tax return (and fixed asset depreciation schedule, if applicable).
  • All tax paperwork and forms can be sent in PDF file format via the Canopy© client portal. You can also bring all tax information with you to our appointment.

Businesses – Instructions to Get Started 

  • Contact us for an appointment and to request bookkeeping write up services. E-mail and/or telephone are fine if no in-person appointment.
  • Download one of the following organizers and complete it to the best of your ability:
  • Documentation should include copies of new:
    • Mileage log summary and ending inventory value
    • Promissory notes and shareholder loans
    • Equipment and property leases
    • Legal rulings and agreements
    • Meeting minutes and stockholder/equity changes
  • If employees and/or independent contractors were paid, provide copies of:
    • IRS Forms W-2 and W-3 (employees)
    • Forms 1099 and 1096 (independent contractors)
  • Bookkeeping clients: we use the Quickbooks Online platform (“QBO”) for all financial bookkeeping. We have discontinued use of Quickbooks desktop version. Financial data is compiled in proper financial statement format for income tax reporting.
  • New clients: provide a complete copy of the last filed business income tax return and fixed asset depreciation schedule.
  • All tax paperwork and forms can be sent in PDF file format via the Canopy© client portal. You can also bring all tax information with you to our appointment.

Questions? Remember to write them down and bring them to our appointment.