Tax Resources

Download all of your frequently used tax forms here.

In preparation for our meeting, please fill out the Tax Organizer form. Once completed and signed, fax the form to (215) 742-4142 or email a scanned copy to taxforms@georgegoldsteincpa.com. This will allow us to make your visit as smooth as possible so that we may spend the majority of the time discussing the matters that are most important to you.

Download a copy of the Tax Organizer form:

Download

Additional Forms

2025 Business Income & Expense Form

Download

2025 Rental Income Expense Form

Download

Required Documents

Business
Personal

BUSINESS TAXES

(C CORP, S CORP, PARTNERSHIPS, LLCs, 1099 SELF EMP. INCOME)
    1. Bank statements from January 1, 2025, to December 31, 2025, along with cancelled checks (If no check image, pl. provide payment details)
    2. Bank deposit information (usually we can get this information from bank statements) but please identify loans to businesses and from business.
    3. Any loans paid to third parties including yourself or employees from business.
    4. Business credit card statements from January 1, 2025, to December 31, 2025 (If you are using personal credit cards for business expenses, please provide personal credit card statements and identify business transactions)
    5. 1099 MISC / NEC statements reflecting Income received and 1099K statements
    6. Bank interest statements
    7. Other investment income statements
    8. Payroll information, forms 941, 940, W3, Unemployment report and W2’s (if we run your payroll kindly ignore this request.)
    9. Sales Tax payment records for the business.
    10. Any capital purchases during the year for business- need proof to add to business assets for depreciation.
    11. Cash receipts and any cash purchase invoices (Please provide information on a spreadsheet with details)
    12. Ending Inventory and Purchase information if you have retail inventory-oriented business.
    13. Subcontracting income/ expense details.
    14. Foreign operations, all details.
    15. If we are doing your taxes for the first time, please provide last year’s tax return copy along with articles of incorporation, EIN letter etc.

PERSONAL TAXES

(Personal Data: Names, SS Number,Date of Birth Is a Must)

  1. W2 forms, 1099 Int. income/ 1099 Dividend income statements, work overtime payment information (if applicable) also tip income information (if applicable)
  2. 1099 B stock transactions (Must provide cost and proceeds information with dates of transactions)
  3. Rental Property/Properties: Please provide income and expense details (Mortgage interest paid, RE taxes, Management fees, maintenance. / Repairs details, Building insurance, HOA fees, Utilities, legal fees etc.)
  4. IRA / Pension (Form 1099-R Distributions/Contributions during the year including Roth IRA)
  5. 1099-G Unemployment Compensation statement if applicable
  6. Any K-1 income statements from S corps/Partnerships/Trusts along with basis statements and distribution information if any.
  7. SSA-1099, Social security income statement if you received in the year 2025
  8. Gambling winnings and expenses statement (form W-2G) if applicable
  9. Debt cancellation statements (Form 1099 C’s) If you received it, please forward it to us
  10. Children’s daycare expense details (Total payments, name and addresses of facility with EIN or SS number)
  11. College tuition payment statements for self and spouse /or dependents (Form 1098-T)
  12. HSA payments/distribution statements
  13. Affordable care/Obama Care: contribution statements, from Market Place, Med insurance providers, please provide form 1095-A.
  14. Real Estate property sales and purchase information, if any including sale of principal residence. Please provide buying and selling information including copy of settlement sheets.
  15. Foreign income and expense details (including foreign investment/property sale)
  16. Foreign accounts information for filing FBAR. If you had balance of more than $10,000.00 in any foreign bank at any time during the year, please forward all account details including bank statements. If you have investments in foreign stocks/bonds, please give details.
  17. ESTIMATED TAX payments amount to IRS, STATES AND LOCAL agencies FOR 2025.
  18. Your bank account information with Routing number/Account number for IRS/State use.
  19. Your personal ID information (Driver’s license copies) for you and your spouse.
  20. Any purchase of car in 2025 for personal use? Did you finance it? Then please provide interest statement for the year. You will get a deduction up to $10,000.00 (Income restrictions apply)
  21. Any Trump account deposits (up to $5000.00) for children born in 2025 and later, govt will deposit 1000.00. All details needed
  22. Any energy efficient home improvement credits during 2025? Solar installation, home improvements (windows, Doors etc.) (attach proof, Company receipts along with company IDs) everything expires in the year 2025 including EV credit.