Frequently Asked Questions

What do you need to prepare my business tax return?

  1. Completed New Client Information Form (Corporate client form | Nonprofit client form)
  2. If not prepared by Moss & Riggs, PLLC, your prior three years of tax returns
  3. If this is your first year with Moss & Riggs, LLC, please provide copies of your corporate documents, such as Articles of Organization, Operating or Partnership Agreement, Bylaws, and State Corporation Commission Certificate.
  4. Copies of your bank statements for December of the tax year being filed and the following January
  5. Vehicle questionnaire for business use of vehicles
  6. Quickbooks backup (full copy, NOT Accountant's or Portable copy). If you e-mail us at hjohnson@mossandriggs.com, we will send you a link to automatically upload your Quickbooks file.
  7. Summary of income and expense if not using Quickbooks
  8. Copies of all 1099s for the business
  9. Copies of invoices and financing agreements for the purchase of any equipment
  10. Copies of closing statements (Form HUD-1) for the sale or purchase of real property.
  11. If we are NOT preparing your payroll, please provide copies of all payroll tax filing: Forms 941/944, VA-5/6, 940, VEC and proof of payment of taxes
  12. Any tax notices sent to you by the IRS or other taxing authority
  13. Bank verification of balances and total interest paid for the year on credit cards, lines of credit or other loans provided by lender
  14. Credit card statements for the year
  15. Copies of IRS acceptance of your S Corporation status, if applicable

What do you need to prepare my individual tax return?

  1. Completed New Client Information Form
  2. Completed Individual Tax Organizer Letter Form 1040
  3. If not prepared by Moss & Riggs, PLLC, your prior three years of tax returns
  4. All Forms W-2 for wages, salary and tips
  5. All Forms 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, stock sales, gambling winnings, etc.
  6. Brokerage statements showing investment transactions for stocks, bonds, etc.
  7. Basis information for the sale of any stock
  8. Schedules K-1 from partnerships, S corporations, estates and trusts
  9. Statements supporting deductions for mortgage interest, taxes and charitable contributions (including any Form 1098-C) and documentation required for charitable contributions
  10. Copies of closing statements (Form HUD-1) regarding the sale or purchase of real property.
  11. Legal papers for adoption, divorce, or separation involving custody of your dependent children.
  12. Any tax notices sent to you by the IRS or other taxing authority
  13. Vehicle Questionnaire for business use of vehicles
  14. A copy of your Mileage Log(s) for business use of vehicles
Print a copy of this check list checklist (PDF)

Why should I use a CPA?

CPAs are highly educated and regulated and adhere to rigorous ethical standards. They are licensed by the state and heavily regulated by state licensing boards, various agencies of the Federal government, and a variety of other official bodies depending on the services being performed for clients. Our CPAs are voluntary members of the American Institute of Certified Public Accountants as well as the Virginia Society of Certified Public Accountants both of which require adherence to rigorous standards in order to maintain membership. CPAs face stringent educational requirements to become licensed, as well as mandatory requirements to complete a minimum number of continuing professional education hours each year. This has become critically important given the rapid and voluminous changes in the tax law that now occur regularly.