Due to COVID-19 safety regulations, please drop off the completed questionnaireat least 10 business days PRIOR to your appointment, along with any of the commonly needed items (see list below).

Important tax-related dates:

(if date falls on weekend or holiday, deadline is next business day)


  • Personal tax returns are due on April 15
  • Extended personal returns are due on October 15
  • Corporate tax returns are due on March 15 (for calendar year filers)
  • Extended corporate returns are due on September 15
  • Partnership tax returns are due on March 15 (for calendar year filers)
  • Extended partnership returns are due on September 15
  • Sales tax is due on the 20th of each month
  • Payroll tax is due on the 15th of each month (for monthly depositors)
  • Quarterly payroll tax returns are due on April 30, July 31, October 31 and January 31

Tax Checklist & Questionnaire

To help us provide the most streamlined process for you, click here to download a detailed tax preparation QUESTIONNAIRE.

Items commonly needed to prepare PersonalIncome Tax Returns:
  • All forms 1095-A, B and C as proof of health insurance coverage.

  • ​Current driver's license (for you & spouse, if married)

  • Copies of all social security cards (if new client)

  • W-2's and 1099's

  • Interest income

  • ​1098-T's required for qualified higher education expenses

  • 1099-SA and 5498-SA if you participate in a Health Savings Account

  • Tax reporting statements from brokerage accounts

  • Tax reporting statements from retirement accounts

  • Information regarding any other income

  • Medical and dental expenses (if substantial)

  • Real estate taxes

  • Car tag receipts (ad valorem taxes)

  • Mortgage interest statements

  • Receipts for charitable donations, both cash and non-cash

  • Receipts of purchases for which AL sales tax needs to be paid (i.e. online or out-of-state catalog purchases)

  • Day care expenses, addresses and tax identification numbers

  • Last year's tax returns (if new client)

  • Social security numbers and date of birth for your spouse and all dependents (if this is the first time we have prepared your returns)

Items commonly needed to prepare Business Tax Returns (Schedule C):

  • ​Proof of income (all 1099’s received, bank statements or QuickBooks file)
  • Ending cash balance (bank statement)
  • Any fixed asset or equipment purchases
  • Ending inventory valued at cost
  • Mileage log
  • Advertising/marketing expense
  • Commission or fees paid
  • Contracted labor (non-W-2)
  • Interest paid on business loan
  • Legal or Professional fees
  • Rent or lease payments (total amount)
  • Repairs or maintenance amount
  • Office supplies
  • Travel expenses including meals, lodging and mileage
  • Continuing education
  • Client meals and entertainment
  • Postage
  • Dues or subscriptions
  • Business percentage of cell and internet expenses
  • Any other expense unique to your business
  • If claiming a home office:
    • Square footage of office and total square footage of home
    • Yearly total of the following:
      • Utilities
      • Home security
      • Mortgage interest and taxes paid
      • Pest control
      • Homeowners insurance