Cilibrasi & Associates is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base. We have accumulated a great deal of knowledge and experience since we began in this business, and we are ready to apply this knowledge to enhance your company's growth and success. Together we can conquer all of the intricacies of doing business in today's fast-paced economy. We are looking forward to working with you. Important Information on Tax Preparations for Individuals and Businesses   From year-round and year-end help for businesses to individual tax returns, Cilibrasi & Associates provides professional and personal Tax Planning, Reporting and Filing services.   For Individuals, please use this list as a guide in gathering your information. A copy of last year's Federal and State (if applicable) tax returns (New Clients Only) Income Information: W-2s and Interest and Dividend statements (Form 1099-INT or 1099-DIV) Individual Retirement Account year-end statement, plus any contributions or withdrawals through April 15th of the year following the tax return year Unemployment income statements Trust, "S" corporation, and/or Partnership income amounts (Form K-1) Income and expenses from sole proprietorships Income and expenses for rental properties and number of days occupied for personal purposes and rental purposes. Details of any capital gains transactions, including cost basis and date of purchase (Sale info on 1099-B) Other income reported on 1099-MISC Expense Information: Amounts of mortgage interest and points paid (Form 1098) Real estate taxes paid Charitable donations (both cash and non-cash) and mileage Out-of-pocket medical expenses and mileage Non-reimbursed employee business expenses Tax preparation fees and investment expenses Sales tax paid: If ALL receipts kept for all purchases during the year, total actual sales tax paid is deductible. If receipts are not kept (most people will fall into this category), the IRS table will be used to calculate the appropriate sales tax deduction (figured by paid preparer). If IRS tables are used, sales tax paid on a motor vehicle (including a car, motorcycle, motor home, recreational vehicle, sport utility vehicle, truck, van, and off-road vehicle), boat, aircraft, home (including a mobile or prefabricated home), and materials to build a home is deductible IN ADDITION TO the amounts deducted per the tables. Other Information: Full name, date of birth, and social security number for all dependents Year-end market values of non-retirement asset accounts for intangible tax purposes Sale of home info - only if gain exceeds $250k (single) or $500k (married filing jointly) and/or you didn’t live in it as your primary residence for at least two years   For Businesses, please use this list as a guide in gathering your information. A copy of last year's Federal and State (if applicable) tax returns (New Clients Only)   Business name, address, and description of the nature of your business Employer identification number (if applicable) Accounting method, i.e. Cash or Accrual Inventory valuation method Gross income or receipts from business % of home used for business purposes           (i.e. sq. feet of business area / total sq. feet of home) Listing of assets and dates purchased for business use in the current year Listing of assets currently being depreciated with details of depreciation amounts and methods used Balance Sheet and Income Statement. If not available, the following” Cost of Goods Sold Employee compensation Mileage driven for business vs. total mileage of auto used for business with make, model, and year of auto Mileage information (total versus amount exclusively for business) All other business expenses Home office expenses– rent or mortgage, utilities, insurance, real estate