Whether you’re coming by our offices or another Houston bookkeeper, there are some documents you need to bring with you.

If looking for tax help, it’s a no brainer that all tax documents be brought in from W-2s to 1099s and even last year’s tax return. If looking for help with back taxes, bring the most recent tax return you have, even if it is years old. Another key item in tax preparation is a spreadsheet of all your allowable expenses and deductions, such as business miles or health expenses. If you don’t have a spreadsheet program on your computer, there are free alternatives. Do not bring in a shoebox of receipts, unless you’re looking for bookkeeping services.

If coming in for bookkeeping services in Houston, bring all your relevant forms on income and expenses, which include bank statements, rent information, health insurance bills, credit card information, payroll, and other related information. If you don’t know which service you want, ask about the pro’s and con’s of other bookkeeping services such as payroll services, financial statements, and bank reconciliation.

If looking to set up a corporation, the main thing that is needed is a list of three names for the corporation. It will be registered with the Texas Secretary of State and must be unique. A good idea is to do a simple Google search for the names you would like to see if they exist. In order to set up a corporation, forms must be filed with both the state government and Internal Revenue Service. Because this is such a delicate process, many in the Houston area choose to get help when setting up a corporation.

As always, if you have any questions regarding bookkeeping services in Houston or accounting in general, please give us a call.

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