Tax Filing Check-List

• All W-2's from all your Employers
• All 1099's
• Dependent's Information
(a) Copy of Social Security Cards
• Mortgage Interest Statement for Home Owners
• Childcare Provider's Information / Payment
• Interest Income Statement (1099 - INT)
• Dividend Income Statement (1099 - DIV)
• Self Employment Income Declaration for each Businesses
• Tuition Payment Information
• Social Security Retirement Payment (1099- R)
• Charitable Donation Payment Statements
• Copy of Your Social Security Card



Call Us Now: 404-246-8368


We are experienced organization with knowledgeable experts that will handle all your Book- Keeping needs, and produce accurate and timely records for you.

Keeping you organized while you move your business forward:

 Journalize all Transactions 
Prepare Quarterly Financial Reports 
 Compile year end financial Statements
 Monthly / Annual Budgets
 Profit / Loss Statement
 Balance Sheets
 Statement of Changes in Financial position
 Cash Flow Statement

We are Affordable, Accurate & Timely:

Essentials to Business Success:

Record keeping: Critical to your business, our services will save you the time consuming manual record keeping, making sense out of an accounting system that is ever more complicated.

Accurate Financial Reporting: Accurate financial reporting makes dealing with IRS and other Government agencies hassle free.

Our Location:

2912 Mountain Industrial Blvd, Suite B
Tucker, Georgia 30084
Phone: 770-270-5737 | Fax: 770-270-9787

•(1) Client’s Confidential Information.

•(2) Sole Proprietorship-Independent Contractor Business information Sheet.

•(3) Declaration of Self-Employment Income & other Miscellaneous Income.

•(4) Form 8867 Due Diligent Questioner Earned Income Credit Qualifier.

•(5)1099 Information Sheet.

•(6) Itemized Deductions.

•(7) Consent to Use Of Tax Return Information.

•(8) Self Employed Filers: Complete Forms 1, 2, or 3, 4 & 7.

•(9) W-2 Tax Filers: Complete Forms 1, 4 & 7, & 5 If you own a Home.