Requirements for Being Filed on 4/15/2025
Every piece of information below is required by law to be provided to you by January 31, is self prepared or you are engaging me to prepare. If this Requirements for Being Filed on 4/15/2025
Every piece of information below is required by law to be provided to you by January 31, is self prepared or you are engaging me to prepare. If this information is not available by 3/1/2025, there is a systemic issue and your return will be extended. This information will be gathered via organizer or the Sharefile. No work will commence until you complete the organizer.
- All W2s and 1099 Retirement Forms
- All 1098s for Mortgage Interest
- All business information
- Rental income and expenses must be provided via the form on my website or the income and expenses within the organizer software.
- All information on childcare, energy credits, education credits, charitable contributions and so on
For your business, the following must be completed and marked as complete in Financial Cents. If these are not marked complete by 3/1/2025, your return is going on extension. No exceptions. You have to keep in mind that you do not need any documents of any kind for your business income. You are the only person on the face of the earth who knows what your business income is and that is the income you received from services, rents or sale of goods. Whether you receive a 1099 is irrelevant.
- Business organizer for every business
- Business expenses if I am not doing your bookkeeping. This must be completed using the form on my website, financials from accounting software including a profit and loss statement, balance sheet and general ledger on the cash basis for the year or with the provided excel template. No other format is acceptable and filling out either my form or my excel should not take more 5 minutes once your information is gathered.
- Home office worksheet
- Vehicle worksheet
The following may be provided by 4/1/2025 on top of the info provided by 3/1/2025. These are going to be largely outside of your control.
Brokerage statements
K1s from partnerships, S corporations, trusts and other entities which I do not prepare
