Dear Client:
Please refer to our client questionnaire and engagement letter on our website (www.mpandwcpa.com). This asks about pertinent tax items necessary for preparing the most accurate tax return possible. Please answer all applicable questions and attach a statement when necessary for additional information.
DUE TO COVID WE WILL NOT BE HOLDING IN PERSON TAX MEETINGS AT OUR OFFICE. IF YOU WOULD LIKE TO SET UP A PHONE MEETING OR VIDEO MEETING PLEASE CONTACT OUR OFFICE AT 603-926-8063
We will also need the following information:
- Forms W-2 for wages, salaries and tips.
- All Forms 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, gambling winnings, etc.
- Brokerage statements showing investment transactions for stocks, bonds, etc. including cost basis and purchase date of any stocks, bonds, etc. sold in 2021.
- Schedule K-1 from partnerships, S corporations, estates and trusts.
- Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E or 1099-Q.
- Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C).
- Copies of closing statements regarding the sale or purchase of real property or refinance.
- Legal papers for adoption, divorce, or separation involving custody of your dependent children.
- Any tax notices sent to you by the IRS or other taxing authority.
- A copy of your income tax return from last year, if not prepared by this office.
- If you had Marketplace Insurance, we MUST have a copy of Form 1095A.
- A copy of Form 1095B or 1095C, if received.
- Any information pertaining to foreign financial accounts, foreign financial assets, or foreign interest.
- Letter or statement from the IRS with amounts and dates of stimulus payments received (if any).
- Letter or statement from the IRS with amounts and dates of child tax credits received (if any).
- Letter or statement from the IRS with amounts and dates of PPP, state or federal grants received (if any).
- Amounts and/or receipts for any cash contributions, even if you do not intend to itemize.
Please send all information on or before March 21, 2022 to ensure completion of your tax return by April 15, 2022. After March 21, 2022 an extension will be filed.
If you are missing information to complete your tax return, please wait to send in the information until you have all required documents.
Murphy Powers Engagement Letter
Thank you for the opportunity to serve you.
Sincerely,
Daniel E. Wilson, CPA
MURPHY, POWERS & WILSON CERTIFIED PUBLIC ACCOUNTANTS, P.C.