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LMA Accounting Services LLC

Services provided include:

  • Payroll
  • Bookkeeping
  • Company Set-Up
  • QuickBooks Training
  • QuickBooks Cleanup
  • QuickBooks Setup
  • Preparation of Sales Taxes
  • Preparation of Individual State and Federal Taxes


Services

What to bring to your tax interview

  • Wages Statements: W2s
  • Pension, retirement income:  1099R
  • IRA contributions & Distributions: 1099R
  • Interest and dividend income: 1099
  • Commissions, Rents
  • Sales of stocks or bonds: 1099B
  • Self-Employed business income & expenses: 1099 MISC 
  • ​​Lottery or gambling winning & losses 1099G
  • State refunds: 1099G
  • Social Security & Unemployment income: SSA1099, 1099G
  • ​Income from Partnerships, S Corporations, Trusts, Estates, Schedule K
  • Alimony paid or received
  • Record of purchase or sale of residence
  • Medical and dental expenses
  • Real estate and personal property taxes
  • Estimated taxes, state, local & foreign taxes
  • Cash and non-cash charitable donations
  • Mortgage or home equity loan interest: 1098
  • ​Unreimbursed employment-related expenses
  • Casualty and theft losses
  • Education expenses: 1098E, 1098T. 1099Q
  • Child care expenses & provider information
  • IRS notices
  • Bring your Social Security Card, Dependent Social Security Card, Tribal Members, Drivers License, Date of Birth, and Last Year’s tax return