Welcome to the Forest Park Family!

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We are pleased that you chose to entrust us with your tax needs. Our promise is to work diligently to provide you with an accurate and fair tax return.

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In order to streamline this process and eliminate unnecessary phone calls and emails, please refer to the checklist below and provide us with all the documentation that applies to your tax situation.   You can either scan and email them or drop hard copies by the office.  The more thorough you are in providing the necessary documents, the quicker we can process your return. 

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• Identification – We will need copies of valid, unexpired ID for tax payers and spouses, as well as social security numbers and birthdates for anyone attached to the return (Children/dependents).  Bank routing and account information will be needed in the event of a refund.

• W-2 – from every employer that you worked for during the tax year.

• Pension/Retirement – Ex. – 1099-R, Social Security distributions, IRA/Roth etc.

• Interest/Investments – 1099-INT/DIV. Cryptocurrency statements.

• Other Income Items – 1099-MISC/NEC, Unemployment 1099-G

• Mortgage statements – 1098 interest paid on your home loan, property taxes paid, etc.  for ALL homes, either personal use or investments.

• Small Business owners – K-1, P&L, all Schedule C income and expenses.  Call for clarification if needed.

• Deduction Items – Charities – receipts and addresses required for cash donations and for goods/services over $500.  Medical expenses and insurance premiums paid by you out of pocket. (1095A).  Tax paid on any large purchases.  Car registration fees/RTA taxes. 

• Investment Property – Rental Income and Expenses for your investment properties and selling statements if you divested.

• Stimulus payments – how much did you receive for the first two payments?

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The above list is by no means exhaustive, each taxpayer has a unique situation.  Please bring all documentation that you want us to consider and anything else that was mailed to you with a 2020 “Important Tax Information” designation.  Also, for new clients please include your most recent filed tax return.  We will contact you for any additional information needed as we process your return.   

 

Sincerely,

Barbara Taylor & the Forest Park Accounting Team

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*New Clients* - Please fill out the contact form below to get started.