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

Copying Tax Procedures

First Step= Separate withholdings, to be copied and not to be copied into three piles.

Highlight= Types of forms, year, SS# (sometimes they have
children's information, make sure to set aside of SS#
does not match), amount and name.

Grouping Originals=
Interest Income
Dividends
Mortgage Interest
Real Estate papers
Cash Contributions
Non-Cash Contributions
Medical
K-1's
All 1099's - make subgroups according to the different 1099's
Withholdings
Not Copied

Do not copy confirmation/ statements or receipts.

WARNING= Never copy pension plan documents -Such as IRA, SEP, Profit Sharing, Money purchase

* If you find items from previous years be sure to group them and indicate with large post it that they are not for the current year.

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