Services
MLS Accounting, LLC. offers a variety of financial services provided by employees with many years of experience.
Tax Planning & Preparation
Payroll Services
Bookkeeping
Cashflow & Budgeting Analysis
Financial Forecast & Projections
Financial Statements
Estate, Gift and Trust Tax Return Preparation
Accounting Software Selection & Implementation
In order to ensure that each individual’s identity and personal information is as secure as possible, the IRS and state revenue agencies request an additional identification confirmation step. To fulfill this requirement, please provide copies of all taxpayers’ unexpired Driver’s Licenses. Other methods of acceptable verification include a REAL ID, a State-Issued Identification Card, a passport, a utility bill, a credit card statement, or an account statement from a financial institution. The paperwork or ID should confirm the name and address of the taxpayer. If you’ve previously provided ID, but renewed it since last spring, a copy of the now-current ID should be provided.
In addition, if you claim children under age 17 for the Child Tax Credit or the Earned Income Credit, documentation must be provided that proves the child resides with you. This may include a doctor’s bill for a school record, etc. – any that states both the dependent’s name and address. If your children are older and you intend to claim an Education credit, similar documentation must be provided to verify the child’s home address. This can include a 1098T, which details tuition costs. This verification step is in place to document that the taxpayer meets the requirements to claim the credit.
What to bring to your tax appointment:
- Dates of birth and copies of Social Security cards for any new family members
- New banking information, if it’s changed, for direct deposit of possible refunds
- Labels, envelopes, and forms of federal, state, and local taxing authorities
- W-2 forms, 1099’s, and/or any other statements of income
- Pension/retirement income
- Social Security or Unemployment Compensation details
- Child care expenses, as well as educational or work-related expenses
- Self-employed income & expenses
- Data on college tuition payments (room & board not deductible)
- Real estate tax receipts, including mortgage interest statements if applicable (If you’ve refinanced your mortgage, please provide a copy of your settlement sheet.)
- A copy of your 1095-A if health insurance was purchased through the marketplace
- Information on any HSA contributions
- If retired: Sales tax paperwork for any major purchase you may have made, such as a new or used car, a large appliance, etc.
- If at any time during last year, you received (as a reward, award, or payment for property or services) or sold, exchanged, gifted, or otherwise disposed of a digital asset (or a financial interest in a digital asset), please provide all transaction details.
If this is your first year with us, please bring all of the above, plus:
- A copy of the previous year’s tax return
- Dates of birth and copies of Social Security cards for taxpayer, spouse & children
- Proof of address for dependents
- A voided check for direct deposit of any possible refunds
Our firm provides a comprehensive payroll service that is customized for your specific needs. It includes:
- Personalized, professional service from knowledgable staff
- Calculations for all 50 U.S. states, plus localities and territories, including the District of Columbia and Puerto Rico
- 18 pay types, including retroactive, tip income, and reimbursement
- Multiple payroll schedules
- Standard, bonus/commission, and additional payrolls
- Direct deposit of paychecks with the option to use multiple accounts
- Check printing on pre-printed checks
- Standard and custom deductions
- Time-off accruals and tracking, including sick, personal, vacation, and custom options
- Simplified data entry worksheet
- Electronic payment of federal, state, and local payroll taxes
- Filing of all Quarterly Form 941 and Annual Form 940 federal and state payroll forms, including state insurance, disability reporting, and more
- Complete W-2 and W-3 forms services and reporting
- Bookkeeping
Contact us today to get started!