Welcome! To make it easier for you and meet your tax preparation expectations, take some time to read over the information below. Preparing to provide all required forms and paperwork will assist in a speedy process
Here’s how it work:
STEP 1: Gather your tax paperwork & forms
STEP 2: Drop them off to Puma Accounting at 117 W. Liberty St, Rome, NY
STEP 3: A Puma Accounting Income Tax Specialist to call you.
STEP 4: Electronic Signature- Sign your document.
Please call us if you have any questions during your income tax filing process.
FOR AN EVEN SPEEDIER PROCESS
PLEASE READ AND DOWNLOAD FORM HERE
Filer(s) Information
Personal
Your social security number (SSN) or tax ID#
Your spouse's full name and SSN or tax ID#
Dependent(s)
Dates of birth and social security numbers or tax ID#
Childcare records (including the provider's tax ID#)
Income of other adults in your home
Form 8332: child’s custodial parental rights release
Sources Of Income
Employed
ALL W-2 Forms
Unemployed:
Unemployment, state tax refund (1099-G)
Self-Employed Forms
1099
Schedules K-1
Income records to verify amounts not reported on 1099s
Records of all expenses
Invoices & Receipts
Check registers
Credit card statements and receipts
Business-use asset information for depreciation
Office in home information, if applicable
Record of estimated tax payments made (Form 1040–ES)
Rental Income
Records of income and expenses
Rental asset information for depreciation
Record of estimated tax payments made (Form 1040–ES)
Retirement Income
Pension/IRA/annuity income (1099-R)
Traditional IRA basis
Social security/RRB income (1099-SSA, RRB-1099)
Savings & Investments or Dividends
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in
property you sold (if basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements
(1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)
Other Income & Losses
Gambling income (W-2G or records showing income &
expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trusts
Royalty Income 1099–Misc.
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name & SSN
Types Of Deductions
Home Ownership
Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements
All other 1098 series forms
Charitable Donations
Cash amounts donated to houses of worship, schools,
other charitable organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes
Medical Expenses
Amounts paid for healthcare insurance & to doctors, dentists, hospitals
Health Insurance
Form 1095-A if you enrolled in an insurance plan through
the Marketplace (Exchange)
Form 1095-B and/or 1095-C if you had insurance coverage
through any other source (e.g., an employer, insurance
company, or government health plan such as Medicare,
Medicaid, CHIP, TRICARE, VA, etc.)
Marketplace exemption certificate (ECN) if you applied for
and received an exemption from the Marketplace (Exchange)
Childcare Expenses
Fees paid to a licensed day care center or family day care for care
of an infant or preschooler
Wages paid to a baby-sitter
Don't include expenses paid through a flexible spending account at work
Educational Expenses
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
K-12 Educator Expenses
Receipts for classroom expenses (for educators in grades K-12)
State & Local Taxes
Amount of state/local income tax paid (other than wage
withholding), or amount of state and local sales tax paid
Invoice showing amount of vehicle sales tax paid
Retirement & Other Savings
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)
Federally Declared Disaster
City/county you lived/worked/had property in
Records to support property losses (appraisal, clean up costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check FEMA site to see if my county has been declared a federal
disaster area
Please call us if you have any questions during your income tax filing process.
