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Please
make sure to submit the following documents for each client.
MY
CHECKLIST OF DOCUMENTS
- W-2 (s)
- Federal 1040
- Declaration of
estimated tax for 2007
- Federal Schedule C & 1099 (s) (If
Self-Employed)
- Federal Schedule E
& Tenant Listing (If
you own rental)
- Your physical address of your employment
(Your W-2 might state the corporate headquarters) The
reason this is important is to verify that the correct tax has been
withheld and that proper credit is being given. (Not all employers
withhold correctly)
- Verification of when
you moved into/out of Norwood
Ex:
Water/Gas/Electric, copy
of Lease, Post office change of address form.
- Phone numbers for
your client.
- Phone numbers for your office. (In
case we have questions) Also, please
print your name.
- Please also include the
birthdates for your
clients. Most
instances all we see is a name and a social. Birthdates are
important for determination of retires and individuals that are 16 to
18.
SWOTAA ROSTER
SWOTAA
GRID
TAXABLE AND NON TAXABLE INCOME
The
Finder-
http://www.tax.ohio.gov/online_services/thefinder.stm
This is the site to find
out if your address is in a local municipality. Not only does it
tell you the locality that your in but it will tell you the rate your
subject to.
Auditors
Websites
These sites are good to
prove when you bought and sold a piece of property. We can use
this as proof of residency.
Hamilton County
http://www.hamiltoncountyauditor.org/realestate/
Butler County
http://www.butlercountyauditor.org/online_searches.cfm
Montgomery County
http://www.mcrealestate.org/Search/GenericSearch.aspx?mode=ADDRESS
Clermont County
http://www.clermontauditorrealestate.org/
Warren County
http://www.co.warren.oh.us/auditor/property_search/index.htm
Kenton County - Kentucky
http://www.kcor.org/cgi-bin/wpi0cgi.exe
Accurint
http://www.accurint.com/
Obituary
Search
http://dunes.cincinnati.com/classifieds/obits/default.aspx
Anderson
Online Documents
http://onlinedocs.andersonpublishing.com/oh/lpExt.dll?f=templates&fn=titlepage.htm
Secretary
of State (Business Owners Look up)
http://www1.sos.state.oh.us/pls/portal/PORTAL_BS.BS_QRY_BUS_INFORMATION1.SHOW_PARMS
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