Business Tax Preparation

How to file taxes with P&D Tax Pros?
  • PLEASE USE THE FORM BELOW AND FAX ADDITIONAL INFORMATION TO (660) 460-8028 ALONG WITH YOUR AGI; ADJUSTED GROSS INCOME OR PIN# FROM LAST YEAR’S TAX RETURN.

  • You can fill out the secure form below, fax, or email your documents and we will process your taxes email your taxes to you to sign the documents before submitting. 

What you need to file taxes:
 
Documents we will need copies of the following (if applicable):
 
  • Driver License or another form of government picture ID.

  • Social Security Cards & Birth Certificates for all persons on your tax return.

  • Tax return copies for the last 3 years.

  • A check from your bank account marked "void" to use for electronic deposit of refunds or to pay any tax due (only if a change from last year).

  • 1099 forms for interest, dividends, social security, investment sales unemployment, other income, etc. 

  • Year-end brokerage statements for stocks & mutual funds, etc.

  • Purchase & sale information on any stocks or mutual funds you sold.

  • Self-Employment income & expense records and reports.

  • Rental income & expense records and reports.

  • Records or details of any other income received during the year.

  • Mileage Log for business, job, or charitable purposes. Including ending odometer reading & total mileage driven during the year.

  • IRA & retirement statements.

  • Records of Medical expenses, Real Estate taxes & Mortgage interest paid during the year.

  • Records of cash charitable contributions made during the year.

  • Records of non-cash charitable contributions - Salvation Army, Rescue Mission, Mom's House, etc.

  • Records of any job-related expenses.

  • Form 1098T and amounts paid for higher education or trade schools.

  • Child & dependent care info - payments to babysitters, day camps, child care centers. Address & Federal ID Number of your provider. 

  • K1 forms for any Partnerships, LLCs, S-Corps, Estates, Trusts, etc.

  • Records of estimated tax payments made for the tax year.