Client Appointment Tips

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What to do?

It is important to MBB Business Services LLC to ensure accuracy and ease of service, in providing you/your company with the best quality services. Below, for your convenience, we have listed items you will need to provide us.

NEW Clients

Please call and schedule your office online (via Zoom) or teleconference (via phone call) meeting. Prior to your first appointment upload, via our secure portal (Intuit Link), copies of you and your claimed dependents’ tax documentation, starting with yours/their copies of the drivers license and social security cards, or a copy of yours/their last year's tax return if those documents are not available. We must have copies of this documentation either way (not just yours/ their drivers license and social security numbers written down/typed up on paper) in order to verify your/their identity as the true tax claimant.

ESTABLISHED Clients

Please call and schedule your office online (via Zoom) or teleconference (via phone call) meeting. Prior to your first appointment upload, via our secure portal (Intuit Link), copies of your last year's tax documentation.

If you have any further questions or concerns about your appointment,

please feel free to contact us at (770) 800-6659.

 Happy Appointment!!!

 

BOOKKEEPING INFORMATION

INCORPORATED (LLC, C-CORP, S-CORP)

All documents dating back to the business' start date 

  • COPY OF THE CORPORATION PAPERS

  • BANK STATEMENTS AND RECEIPTS

  • PREVIOUS YEAR TAX RETURN (1120/1120S)

INCOPORATED OVER A YEAR 

  • SHAREHOLDERS MEETING MINUTES

  • IRS-ISSUED LETTER WITH EIN NUMBER

NON-INCORPORATED

All documents dating back to January of the LAST YEAR FILED to the Present

  • PREVIOUS TAX RETURN (FORM 1040)INCLUDING

    SCHEDULE-C

  • BANK STATEMENTS AND RECEIPTS

TAX RETURN INFORMATION

RETURN FORMS

  • ALL IDENTIFICATION (DRIVERS LICENSE & SOCIAL SECURITY CARDS)

  • ALL INCOME (W-2, 1099, 1099-MISC, 1099-G, 1099-NEC, etc.)

  • K-1 (BUSINESS OWNERS ONLY)

CHILDCARE EXPENSES

  • EIN OR STATEMENT FROM CHILDCARE AGENCY SHOWING EIN AND AMOUNT

    OR

  • STATEMENT FROM PERSON SHOWING SOCIAL SECURITY NUMBER AND AMOUNT

EDUCATION EXPENSES

  • COST OF COURSE(S) OR 1098-E & 1098-T FROM THE INSTITUTION

  • TRAVEL, LODGING, AND MEAL EXPENSES

MEDICAL EXPENSES

  • VISION

  • CO PAYS

  • DENTAL

  • PROCEDURES

  • PROOF OF INSURANCE

CHARITABLE CONTRIBUTIONS

  • CASH (i.e. church tithes, non-profit donations, etc.)

  • NON-CASH (i.e. clothing, furniture, vehicles, etc.)

HOME EXPENSES (PERSONAL OR RENTAL HOME)

  • MORTGAGE/RENT - TAX FORM OR RECEIPTS

  • TRANSPORTATION - AD VALOREM TAX (CAR TAG), FUEL, MILEAGE

  • UTILITES - WATER, ELECTRICITY, WASTE

  • REPAIR/MAINTAINENCE - PEST CONTROL, PAINTING, REMODELING

BUSINESS EXPENSES

  • CLOTHING

  • CLEANING

  • GROOMING

  • OCCUPATIONAL MILEAGE

  • ADVERTISING

  • INSURANCE

  • REPAIRS

  • TAXES

  • UTILITIES

  • PROPERTY CLOSING COST FORM/ SETTLEMENT STATEMENT (HUD-1)

IN-HOME OFFICE BUSINESS EXPENSES

  • SQFT USED FOR OFFICE

  • TOTAL SQFT OF BUILDING OR HOME

  • UTILITIES

  • RENT

  • INSURANCE

  • RENOVATION EXPENSES

 
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