What You Might Need

Need help compiling your Business Income and Expenses we can do that for you or you can compile it using the tools below.  Click on the link, when it opens then click on "File" then "Make a Copy" and rename it to your business name.  Fill in the places that are blue with your info, you can customize what your income is called and what expenses you are using, then go to each month and put in your income and expenses.  It will create a P&L that we can use for your taxes.  When you are done filling this out you can click on "Share" and share it with me at simpleacctg@gmail and I will have access to your info to put on your tax return.  You can also share it with me if you have any questions or need any help.

​​​​​​​​​​​​Russell W. James, CPA, pc 

Tax Resources

Business Start-up Forms

​​​​​​​​​Simple Accounting

A few things to bring:

Last year's tax return (if we didn't prepare it)

W-2 forms

1099's of any kind (misc. income, NEC income, interest income, etc.)

Investment, Mutual fund, and Stock Trade Statements

K-1 schedules from Partnerships, LLC's, S-corporations

Retirement plan contributions and/or withdrawals (1099-R)

1098 statement(s) from mortgages

Medical expenses (including Rx, co-pays, mileage)

1095 Affordable Care Act (health insurance) notices  1095A, 1095B or 1095C

HSA and health insurance information

Charitable contributions (including cash, non-cash, and mileage)

Dependent info (SSN, DOB, relationship, # of months spent at home)

Tuition, fees, and required course materials (bring 1098-T)

Alimony paid or received (do not include child support)

Sales tax paid on vehicles or other major purchases

Settlement HUD's on sale and/or purchase of real estate or houses

Cost of windows, insulation, furnace, water heaters, solar panels qualifying for credit

Moving expenses, job hunting expenses

​Stimulus payment received for you and your family

Anything else you think might help...

If you have a business or rental property:

Income received (include 1099-K, 1099-Misc)

Expenses related to the business or income

Mileage (Total mileage and business use of vehicles)

Home office and total sq. footage, utilities paid, cell phone costs