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Getting organized before your tax appointment can make the process faster and more accurate. At Michael Verderosa CPA, P.C., we provide a clear checklist to help small businesses in New York gather the right documents. Whether tax season is approaching or just ended, this guide ensures you’re ready to claim every deduction and credit you deserve.
Bring your EIN, legal business name, prior-year tax returns, and any IRS notices received during the year.
Provide your Profit & Loss statement, Balance Sheet, General Ledger, and QuickBooks or accounting software backup.
Include payroll reports (941, 940), W-2/W-3 forms, and 1099-NEC details for contractors.
Gather invoices, receipts, bank statements, sales summaries, and any documentation for deductions like rent, utilities, and insurance.
Proper documentation ensures you claim every eligible deduction and credit.
No last-minute scrambling—just a smooth, efficient tax appointment.
We’re here to help you simplify accounting and achieve financial success. Whether you need tax planning, bookkeeping, payroll, or business consulting, our team is ready to provide personalized solutions. Fill out the form below or reach us by phone or email—we’ll respond promptly and guide you every step of the way.
243 Madison Street, Mastic Beach, NY, USA
Michael@verderosacpas.com
631-657-6957
