Thank you very much for deciding to use Alfano & Company, LLC to handle all your tax needs. Regardless of whether you have been using us for years or this is your first time with us, here is a small list of important tax documents to bring with you to your appointment:

• Financial Statements for fiscal year (Summary P&L and Summary Balance Sheet) on the appropriate cash or accrual filing basis  -OR-  Completed Business Spreadsheet
• Inventory Asset Report
• Mileage Log
• Copies of all payroll tax returns filed for the fiscal year
• Copies of W-2s & W-3 filed
• Copies of 1099s & 1096 filed
• Copies of all sales tax returns filed for the fiscal year
• Information regarding any changes of ownership or transfers of shares or stock
• Forms for Businesses
• Forms for Trusts & Estates

Feeling overwhelmed? You don’t have to feel unprepared during tax time!  Take a look at our accounting services to see how we can help!