St. George Consulting Inc. Phone: 310-329-1963
Fax: 310-329-1973
    
         
    

THINGS YOU NEED TO KNOW!
Helpful Websites
Cost and Accuracy
Audit Considerations
Copying Tax Procedures
Sales Tax Deductibility
Extension Considerations
Tsunami Relief Contribution
Checklist of Tax Documents
Collecting Needed Information
Contact Us

Partial Checklist of
Tax Documents to be Provided

1. Employment: W-2 forms

2. Interest Income: 1099-INT, documents and statements

3. Dividend Income: 1099-DIV, documents and statements

4. Capital Gains/Losses: Securities sold, Form 1099 or broker statement

5. Capital Gains/Losses: Sale of personal assets

6. Capital Gains/Losses: Sale of business assets

7. Real Estate Transactions: HUD statements and notes signed

8. Partnership, Trust, Etc: K-1s

9. Automobile Lease (only if used for business/employment)

10. Documents Regarding Refinance of Residence(s) or Rental(s)

11. Mortgage Interest Paid: 1098

12. Property Taxes Paid: 1098 or receipt from county

13. Automobile Ownership Registration

14. Documentation for Contributions Exceeding $250

15. Letters or Notices from Tax Authorities

16. Documents for MH & Co. Evaluation & Advice

17. January 2005 Contributions to the Tsunami Charities

    
     St. George Consulting Inc. 18051 Crenshaw Blvd. Suite D Torrance, CA. 90504