Individual Accounting and Tax Preparation Services

Fast turnaround and accessible services have made Antonucci & Company Westchester's trusted accounting service office for over 60 years. Call us today at 914-237-1725 or Visit our Yonkers Accounting Office at 992 Mclean Ave, Yonkers, NY 10704

Personal Information

  • Your social security number or tax ID number
  • Your spouse's full name and social security number or tax ID number
  • Amount of any alimony paid and ex-spouse's full name and social security number
  • Your tax returns for the previous three years. Your Tax Professional can check them for accuracy

Info About Other People Who May Belong on Your Return

  • Dates of birth and social security numbers or tax ID numbers
  • Childcare records (including the provider's tax ID number) if applicable
  • Income of other adults in your home
  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Education Payments

  • Forms 1098-T from educational institutions
  • Receipts that itemize qualified educational expenses
  • Records of any scholarships or fellowships you received from Form1098-E if you paid student loan interest

Employee Information

  • Forms W-2

Self-Employment Information

  • Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
  • Records of all expenses — check registers or credit card statements, and receipts
  • Business-use asset information (cost, date placed in service, etc.) for depreciation
  • Office in home information, if applicable

Business Use of Vehicle Information

  • Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
  • Amount of parking and tolls paid
  • If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

Rental Property Income

  • Records of income and expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation

Retirement Income

  • Pension/IRA/annuity income (1099-R)
  • Social security/RRB income (1099-SSA, RRB-1099)

Savings and Investments

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

Other Income

  • Unemployment, state tax refund (1099-G)
  • Gambling income (W-2G or records showing income, as well as expense records)
  • Amount of any alimony received
  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Other 1099

Other Deductions and Credits

  • Receipts for classroom expenses (for educators in grades K-12)
  • Form 5498-SA showing HSA contributions
  • Record of moving expenses not reimbursed by employer
  • Forms 1098 or other mortgage interest statements
  • Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
  • Real estate and personal property tax records
  • Invoice showing amount of vehicle sales tax paid
  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non-cash charitable donations
  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Amounts of miles driven for charitable or medical purposes
  • Expenses related to your investments
  • Amount paid for preparation of last year’s tax return
  • Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
  • Job-hunting expenses
  • Receipts for energy-saving home improvements
  • Record of estimated tax payments made

IRA Information

  • Form 5498 showing IRA contributions
  • Traditional IRA basis

If you were affected by a federally declared disaster

  • City/county you lived/worked/had property in
  • Records to support property losses (appraisal, clean up costs, etc.)
  • Records of rebuilding/repair costs
  • Insurance reimbursements/claims to be paid
  • FEMA assistance information
  • Check FEMA site to see if my county has been declared a federal disaster area

Important Dates

Payment Options

Visa, MasterCard, Discover and Personal Checks Accepted

New for 2020 - have your payment come out of your refund...Click here to learn more!

Call us to discuss options that best fit your needs!

Insurance and Investment Products Available

Put your refund to work for you. Call us today at 914-237-1725 to learn how our team can help meet long term needs.

Download your personal tax organizer and visit us at our Yonkers Office for fast service to receive your 2020 tax refund