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Horizon Accountants  

Horizon Accountants
113 South Timber Way
Broadway, VA 22815


Certified Public Accountant

General Check List for Corporations, LLCs (Partnerships) and Sole Proprietorships

These are the items requested for your tax appointment:

  • Complete set of books (balance sheet and income statement) print out from accounting package
  • Break out between cash receipts and credit card receipts for business revenue
  • Cash Receipts and disbursements summary if this method is used
  • Checking account bank statement as of December 31
  • Savings account bank statement (if any) as of December 31
  • Have all monthly bank statements handy in one folder
  • Detail of fixed asset purchases (vehicles, equipment)
  • Proceeds from any sales of assets noted (include what was sold)
  • Real estate settlement sheets, if any
  • Copies of quarterly 941s
  • Copy of W-3 transmittal
  • Stock ownership changes
  • Inform us of any dividend distributions


  • Whether your corporate minute book is up to date?
  • County or city property tax returns to be filed?

We will follow up with an exhaustive list of questions during preparation time.

Record Retention Schedule:

Copies of tax returns forever   Paid vendor invoices 3 years
Tax/legal correspondence forever   Employee payroll records  3 years
Contracts and leases forever   Depreciation schedules  forever 
Real estate records forever   Property tax returns forever 
Bank statements 6 years   Copies of paid loans forever 
Accounting records/books 6 years   Canceled checks 3 years
Employee expense records 3 years      

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