Please note, if your return includes business activity:
We do not offer bookkeeping as part of the tax prep fee. Please come to your appointment with your bookkeeping completed, including a profit and loss breakdown showing your total income (gross income before deductions) and an itemized list of expenses for the year. Monthly totals are not necessary, just yearly totals.
We can add a few missing expenses to your report, but we cannot assist if you bring boxes of receipts or bank statements. Ensure everything is prepared before your appointment.
Here’s a simple income and expense statement you can use or bring in your own version.
https://www.ngltaxservice.com/wp-content/uploads/2025/01/simple_profitloss.xls