Mansfield Bookkeeping & Accounting

Mansfield Bookkeeping & Accounting
6420 Parallel Parkway, Suite 4
Kansas City, KS 66102
ph: (913) 334-1056

Please have the    following information available at the time of your appointment:

 For all tax returns:

  • Prior year tax return if available
  • A picture id for taxpayer and spouse
  • Social security cards for taxpayer, spouse, and dependents
  • Taxpayer and spouse full names and dates of birth
  • Dependents - full names and Dates of birth
  • Dependent care expenses - need provider's name, address, tax payer identification #, and total amount paid for the year. Most daycares will provide this information.
  • W-2's for all jobs worked during the 2008 tax year
  • Information on any additional income not reported on a W-2

***Note-for Refund Anticipation Loans - a copy of both a drivers license and social security card for taxpayer and spouse, and social security cards for dependents, are required to apply for a "rapid" Refund Anticipation Loan.

 
 

For Schedule A & B (itemized returns)

  • Any Form 1099's received (for interest, dividends, unemployment received, IRA distributions, etc)
  • Form 1098's
  • Support for any deductions claimed (receipts for real estate taxes paid, medical expenses, charitable giving)
 

For Schedule C sole proprietorships

  • Receipts or records documenting business income received during 2008
  • Receipts for business related expenditures
  • Mileage log, if applicable, if deducting mileage expense
  • If depreciating assets, details of date they were placed into service, as well as the costs are needed. Often this can be located on the prior year return reflecting this information
  • Extra charges may apply if the sole proprietorship's records must be organized and categorized.

Mansfield Bookkeeping & Accounting
6420 Parallel Parkway, Suite 4
Kansas City, KS 66102
ph: (913) 334-1056