Remote Client Services

Williams Convenient Tax Service is as Close To You As Your Computer or Mobile Device

We can assist you remotely from the comfort of your home or office in one or more of following ways:

  • Secure File Transfer:  Clients prefer the convenience of communicating with their tax professional via email. However, the web is a dangerous place for sensitive & private information.  In response to the explosion of identity theft in the tax industry, Williams Convenient Tax Service has teamed up with Dropbox so our clients & professionals can safely and securely send & receive information to each other.  This makes for a clear, smooth and streamlined tax return process.

  • Electronic Conference: Our office is equipped with WebEx for clients who still prefer to virtually “meet” with a live human being. All tax issues can be discussed in real time and meetings are conducted like any other normal appointment. Setup your audio and/or video conference appointment.

  • Phone, Fax & “Snail Mail”: Some of our clients prefer the comfort & security of the old fashionedways of doing business. All of our offices are equipped with fax machines for those that are less technologically equipped and/or for those that simply prefer this mode of communication. Call us today: 407-588-7302.

What do I need to have?

What do I need to have for my individual tax return?

Here is the list of documents you need to bring to file and process the tax return, please bring those which are applicable for you and spouse (if married).

 

  • Social Security Card(s)

  • Dependents’ Social Security Numbers, and/or ITIN's

  • Dependents' Birth Certificate's

  • Driver License or State Issued ID

  • Bank account# and Routing# for direct deposit of refund

  • Last Year's Federal and State Tax Returns (new client’s only)

  • Proof of Health Insurance (Form 1095A, 1095B, or 1095C)

  • Health Saving Account - 1099-SA

  • Wage Statements - Form W-2

  • Pension or Retirement Income - Form 1099-R

  • Interest and Dividend Income - Form 1099-INT/Form 1099-DIV

  • State Income Tax Refund Amount - Form 1099-G

  • Social Security Income - Form SSA-1099

  • Unemployment Income - Form 1099-G

  • Commissions Received/Paid

  • Information on Sales of Stocks or Bonds - Form 1099-B

  • Self-Employed Business - Form 1099-MISC

  • Lottery or Gambling Winnings - Form W-2G

  • Lottery or Gambling Losses

  • Income and Expenses From Rentals

  • Income from Partnerships, S Corporations - Schedule  K-1

  • IRA Contribution

  • Alimony Paid or Received

  • Child Care Expenses & Provider Information

  • Must bring day care name, address & tax ID info

  • Medical, Eye Care, and Dental Expenses

  • Cash and Noncash Charitable Donations

  • Record of Purchase or Sale of Residence

  • Mortgage or Home Equity Loan Interest Paid - Form 1098

  • Closing Disclosure/HUD-1 statement

  • Real Estate and Personal Property Taxes Paid

  • State or Local Sales Taxes Paid

  • Unreimbursed Employment-Related Expenses

  • Job-Related Educational Expenses

  • Tuition and Education Fees - Form 1098-T

  • Student Loan Interest - Form 1098-E

  • Casualty or Theft Losses

  • Estimated Taxes payment detail

  • Foreign Interest and/or Dividend Income

  • Foreign Taxes Paid

What do I need to bring with me to file my business tax return?

Preparing your own business tax return, especially for the first time, can be a frustrating experience if you don't have all the necessary information at your fingertips. Here's a list of items you may find helpful when preparing your business tax return:

  •  Last year’s federal and state business tax returns

  •  Articles of incorporation [i.e. List of officers, shareholders and possibly ownership percentages]

  • If S Corporation, attach S Corp Acceptance Letter

  • The state in which you incorporated your business]

  • Partnership agreement [i.e. Date the partnership started, List of partners, The amount of money each partner initially put into the partnership, and current ownership percentages, Details about any specific income or expense items that are NOT allocated based on profit, loss or ownership percentages, The method you use for tracking your business finances]

  • Accounting records [If you use accounting software, such as QuickBooks or Quicken, to record your financial information, print out a Profit and Loss Statement and a Balance Sheet for quick reference as you begin your tax return. If not, you may wish to compile this information in an Business Income and Expnese worksheet. Regardless of which software you use, organizing your accounting records makes tax preparation much easier.

  • Bank statements [Analyzing deposits and expenditures will enable you to categorize income and deductions to prepare your tax return. It's a good idea to reconcile your ending cash balance to the checking account balance on your last bank statement of the year to ensure you've captured all cash transactions in your accounting records.

  • Credit card statements

  • Payroll reports including All Forms 941 and Form 940

  • Copy of All W2,W3, and 1099 -Misc issued by your company (If any)

  • Detail of asset purchases

  • Detail of asset dispositions

  • Depreciation Schedules

  • Vehicle information

Note: Your previous year's return also is a great comparison tool once you think you have completed your current-year tax return. It can raise red flags about possible missed deductions, or items that seem unusually large or small in comparison to the prior year.​

I do not have last year's business tax return, what do I need to bring?

In addition to above list, you need to bring the following:

  • The method you use to track your business finances (cash vs. accrual)

  • Your federal and state tax ID number

  • The date you incorporated or started your business

  • The date you elected to become an S corporation

  • Your business code number and business activity descriptions

  • The method you use to track your inventory (if applicable)

  • Your beginning balance sheet amounts

  • Shareholder or partner information if there are no changes

© Copyright 2019 | All rights reserved