Appointment
Avivas Accounting · MiamiName
VisitPersonal tax returnBusiness tax returnBookkeeping or payrollIRS letter review
DateTime
We’ll fill this in together when you call.
Bring with you
- Photo ID
- W-2s and 1099s
- 1098 forms, like mortgage interest or tuition
- Last year’s tax return
- Form 1095-A, if you had Marketplace coverage
- Last year’s business tax return
- Year-end profit and loss and balance sheet, or bank statements
- 1099s your business received
- Payroll reports, if you have employees
- Recent bank and credit card statements
- The IRS letter with your EIN
- Your employee list and pay rates, for payroll
- Last year’s tax return
- Every page of the letter
- Your tax return for that year
- Earlier letters about the same issue
- Any records the letter asks for