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2013 Tax Season Preparation Check List

Form Created for your convenience by Bowen Accounting

Personal and Family Information

Compensation and Deductions

Giving and Other Deductions

Investments

Business and Rental

Receipts and Substantiation

Actual receipts and invoices are not needed to prepare your return. They are only necessary if you are audited by the IRS. Please keep all of this substantiation for your records and only give me a list of totals.

Note: I will do my best in the interview process, and in the review of last years return to ask you about things that I noticed have changed. However, filing amendments are costly, thus it is crucial that we compile all of the pertinent information properly when preparing the return the first time.

Click here to view the 2010 Tax Letter