FAQs & Common Questions
What do we need to do personal taxes?
- Past 3 years of Tax Returns
- New Tax Organizer- (We will send it to you)
- W-2s, 1099s, SS documents, any income documents, any deductions, any expenses (much provide receipts), and any other tax documents
What do we need to do business taxes?
- All financials from the company
- Loan information
- EIN number
What do we need to do your Payroll for your company?
- EIN
- State/Local Tax ID Number
- State Unemployment ID Number
- Employees’ Address, SSNs, copy of DL and SS
- I-9
- State Withholding Allowance Certificate
What do we need to do Bookkeeping for your company?
- Any Financials if the business is already established
- Any loans, cc, bank documents
- Expenses
- Vendor/customers
How long do I need to store records?
Business records – One Year
- Correspondence with Clients & Vendors
- Duplicate Deposit Slips
- Purchase Orders & Receipts
- Receiving Sheets
- Requisitions
- Stenographer’s Notes
- Stockroom Withdrawal forms
Business records – Three Years
- Employee Personnel Records (after termination)
- Emploment Applications
- Expired Insurance Policies
- General Correspondence
- Internal Audit Reports
- Internal Reports
- Petty Cash Vouchers
- Physical Inventory Tags
- Savings Bond Registration Records of Employees
- Time Cards for Hourly Employees
Business records – Six Years
- Accident Reports, Claims
- Accounts Payable Ledgers & Schedules
- Accounts Receivable Ledgers & Schedules
- Cancelled Checks
- Cancelled Stock & Bond Certificates
Contact Us
We look forward to assisting you with your personal or business tax needs.
550 North Egret Bay Blvd., Suite 111, League City, Tx 77573
(AKA FM 270 & El Camino Real)
M-F: 8am-5pm, Sat/Sun: By Appt Only
Jackie Lawson EA, BAS, AAS
