2022 - ERB FINANCIAL

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Tax Preparation Checklist 2022

View or Download Tax Preparation Checklist 2022 (PDF form)Tax Year Tax Preparation Checklist - 2022 Tax Year WE MAKE FILING LESS TAXING Copy of both sides of your Driver’s license or State ID. Joint filers need both IDs. (Not necessary if we already have your current and valid IDs on file.) Wage Statements (W-2) and 1099 Forms Pension, IRA, or Annuity Statements (1099-R) Social Security Income Statements (SSA-1099) Interest & Dividend Income Statements (1099-INT & … [Read more...]

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Tax Preparation Checklist 2021

View or Download the TAX PREPARATION CHECKLIST 2021 (PDF form) Tax Preparation Checklist - 2021 Tax Year (what you should bring in or send us) 1. Copy of both sides of your Driver’s license or State ID (unless we already have your current, valid ID on file. Joint filers need both IDs.) 2. Wage Statements (W-2) and 1099 Forms 3. Pension, IRA, or Annuity Statements (1099-R) 4. Social Security Income Statements (SSA-1099) 5. Interest & Dividend Income Statements (1099-INT … [Read more...]

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Tax Preparation Checklist 2020

View or Download the TAX PREPARATION CHECKLIST (PDF form) … [Read more...]

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Tax Preparation Checklist 2019

View or Download the TAX PREPARATION CHECKLIST (PDF form) … [Read more...]

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Worksheet for Self Employed

WORKSHEET: Self-Employment Worksheet OPEN/DOWNLOAD ARTICLE: Self-Employment Tax … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Rental Income & Expenses Worksheet

OPEN WORKSHEET: Rental Income and Expenses Worksheet OPEN/DOWNLOAD ARTICLE: Rental Income and Expenses … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Non cash Charitable Donation Tracker

OPEN FORM: Non cash Charitable Donation Tracker … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Mileage and Expense Log

Most employees and self-employed taxpayers can use this chart. Do not use this chart if the taxpayer’s home is the principal place of business. OPEN/DOWNLOAD: Mileage and Expense Log … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
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  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
  • Blog
  • Contact
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    • Contact Us
    • Driving Directions
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