What to bring to your appointment
(Businesses)

   
Gross income
Office In The Home:
Returns
Cost of goods sold
Square foot of home
Ending inventory (at cost)
Square foot of dedicated office space
Interest paid on home
Business Expenses (including):
Taxes paid on home
Total utilities
Advertising, promotion
Homeowners insurance
Auto expenses, mileage
Repairs & maintenance
Bank charges
Total cost of home
Charitable contributions
Clothing, uniforms
Assets (items w/useful life of more than 1 year):
Internet, website hosting
Continuing education
Description of item, date purchased and amount paid
Contract services
Delivery, postage, shipping supplies
Entertainment*
Meals
Dues, subscriptions
Employee benefits
General business supplies
Insurance pertaining to business
Licenses, permits
Office supplies
Pension, profit sharing
Rent
Rentals on equipment
Repairs & maintenance
Taxes: State & local, property, payroll
Telephone expenses for business, land, cell
Travel, lodging
Utilities
Wages

How Long To Keep Tax Returns:

5 years= tax return - can be longer for assetts that
    aren't sold - ie: stocks, bonds, property
7 years= payroll

*Non-deductible effective 2018 tax year