Lapochkin Tax & Co

Lapochkin Tax & CoLapochkin Tax & CoLapochkin Tax & CoLapochkin Tax & Co
  • Home
  • About Us
  • Testimonials
  • Data Policy
  • Checklist

Get on the path to results today.

Lapochkin Tax & Co

Lapochkin Tax & CoLapochkin Tax & CoLapochkin Tax & Co
  • Home
  • About Us
  • Testimonials
  • Data Policy
  • Checklist

TAX PREPRATION CHECKLIST

BASIC INFORMATION

· Last 3 Years of Filed Tax Returns 

· Social Security Cards

· Voided Bank Check for Direct Deposit

· Form 1095 Health Insurance

· Letter 6419 Advance Child Tax Credit

· Letter 6475 3rd Stimulus Payment

· Driver’s License

· Copy Of Child Birth Certificate

· Daycare Statement

· DMV Vehicle Registrations

· Donations Records

INCOME DOCUMENTS

· Form W-2 From Your Employer

· Form 1099-NEC If Self Employed

· Form 1099-K From Merchant Provider 

· Form 1099-INT For Bank Interest

· Form 1099-DIV For Dividends

· Form 1099-SSA For Social Security

· Form 1099-B For Stocks Transactions  

· Brokerage Statement

· Form 1099-R For Retirement Income

· Other Forms 1099-MISC 

· Form K-1 From Partnerships 

· Form K-1 From S-Corporations

SELF EMPLOYED INDIVIDUALS

· IRS EIN Letter

· Business Name

· Income & Expense List

· Business Asset List 

· Last Year Depreciation Schedule

· Business Mileage Log

· Sq. Footage of your Home 

· Sq. Footage of your Home Office

HOMEOWNERS

· Form 1098 Mortgage Interest

· Property Tax Statement

· SID/LID Statements

TAXPAYERS WITH RENTAL PROPERTIES

· Number Of Days Used as Rental 

· Number Of Days Used Personally

· Rental Income Actually Received

- Expenses Related to Rental:

· Advertising

· Auto/Travel

· Cleaning And Maintenance

· Commissions Paid

· Insurance

· Legal/Professional Fees

· Management Fees

· Mortgage Interest

· Repairs

· Supplies

· Property Taxes

· Utilities You Pay

· Improvements

· Form 1098 Mortgage Interest

· Last Year Depreciation Schedule 

Lapochkin Tax

6525 West warm springs rd, las vegas, nv 89118

702-769-7697

Copyright © 2022 LAPOCHKIN TAX & CO. - All Rights Reserved.

Powered by GoDaddy