Taxes, Accounting, Bookkeeping Services » Taxes

ID #1389

Appointment 11 points checklist


Generally you have to book appointment atleast 1 to 2 days ahead of time. Also when booking appointment pick a slot which gives some free in case previous appointment gets delayed etc.If office appointment you can ignore a few stuff like point 1 etc.

    1. please install and keep ready

2. Whatsapp & Google hangout

Please add my WhatsAPP number
Cell: 571-235-4705 (WhatsAPP,VIBER ID also) (google hangout)

    3. Please email all documents to

Email all documents, if new client to need last year tax return copy.

Have soft copies of all documents (w-2 etc, last year return).
Scan them (And email to or fax them in advance to 703-997-8857  
Email/fax documents 1-2 days before the appt time, so we can enter and keep ready for Analysis/Changes during appointment time.

4.Keep the basic info ready like Names, SSN number of everyone (kids, spouse etc).

5.Keep Bank details ready like Routing Number,Account Number and Bank Name for direct deposit/debit.

6. Day care details if applicable

Day care tax id (Federal tax id)

Day care Name.


Amount spent.

7 If stocks

Need to 1099-B report and Gain/Loss report. Keep user id and password of the trading websites ready. 

8.List of Documents Needed:

The following word document, you can download, fill and send us before appt.

Business returns:
Income and Expenses category wise totals are needed. Need totals not list of transactions. You can put together in the following an excel file, add the totals and provide us.
Click here to learn more

9. Extensions

You have to remember these deadline and remind us to file extensions if running late.  Send us your last year tax return copies  atleast 2 days before deadline and ask us to file extension. We will file promptly.


1.March 15, last date for business taxes without extension.

2.September 15, last date for business taxes with extension. (both LLC's and S, C corps), there could $1000 penalties for not filing on time.


3.April 15, last date for personal taxes without extension (if you owe any taxes, has to be paid along with extension, and also
need to pay estimated taxes in the year itself income was made not while filing taxes).If you are getting refund, there won't be any penalties for not filing extensions.

4.October 15 if 6 month extension was filed for personal taxes.

10. Messenger ids pls add.

2.Please add my Messenger Ids to your list.Install the chat programs and keep ready. (google hangout) or (yahoo messenger) or (skype)

Also have MICROPHONE and SPEAKERS on your computer handy, so we can directly talk on computer if needed.

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Last update: 2017-02-01 20:00
Author: Hari B. Gadi
Revision: 1.18

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