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Glendale, Queens, NY Office

7935 Myrtle Avenue
Glendale, NY 11385

Phone: 718-326-0500

Melville Office

608 Walt Whitman Road
Melville, NY 11747

Phone: 631-673-0617

  • Jim O'Callaghan, CPA

Happy New Year from TaxMaster, Inc.!

Preparing for Your Tax Appointment: A Comprehensive Checklist

As we step into the New Year, it's also the time to gear up for the upcoming tax season. At TaxMaster, Inc., we're excited to assist you in making this tax season as smooth and effective as possible. To ensure that we can provide you with the best service during your appointment, it's essential to come prepared. Below is a detailed checklist of documents you should bring along, if applicable.

Essential Tax Documents Checklist:

  1. W-2 Forms: These provide information on your annual earnings and tax withholdings from your employer.

  2. 1099 Forms: This category includes various types, such as 1099-MISC (Miscellaneous Income), 1099-R (Distributions from Pensions, Annuities, Retirement Plans, etc.), SSA-1099 (Social Security Benefits), 1099-INT (Interest Income), 1099-DIV (Dividends and Distributions), 1099-B (Brokerage and Barter Exchange Transactions), and others.

  3. Mortgage Interest Statements (Form 1098): If you have a mortgage, this form shows the interest you've paid over the year.

  4. Tuition Statements (Form 1098-T): For those with college expenses, either for themselves or dependents.

  5. Student Loan Interest (Form 1098-E): If you're paying interest on student loans.

  6. Small Business Information: Include all relevant Profit/Loss statements, as well as detailed income and expense reports.

  7. Rental Property Information: Details of income and expenses related to any rental properties you own.

  8. Unemployment Insurance Income (Form 1099-G): If you've received unemployment benefits.

  9. Online Sales Information (Form 1099-K): For income earned from online sales.

  10. Other Important Income Tax Documents: Any additional documents that report income.

Additional Financial Documents for Review:

  • Investment Statements: These might include 401K, 403B, 457 plans, brokerage statements, IRAs, Roth IRAs, etc.

  • Recent Life Insurance Policy Statements: To get a full picture of your financial status.

Keeping Your Records Updated:

Life changes, and so do your tax obligations and benefits. Please let us know if you have had any changes in:

  • Home or business address

  • Email address

  • Phone number

  • Employment status

  • Marital status

  • Number of dependents

  • Bank account details

  • ID or license expiration

This will help us ensure that we are providing you with the most accurate and beneficial tax services tailored to your current situation.

Our Locations and Contact Information:

Glendale, Queens, NY Office:

Melville Office:

We look forward to assisting you in navigating this tax season with ease and expertise. Here's to a successful and well-organized year ahead!

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