Raj Paruthi, CPA PC

Where’s my Federal Refund


Please bring the following Papers/Details for an Appointment Individuals/Home businesses clients:

Social Security card(s) & Driver’s License(s) for tax payers. Dependants’ Social Security numbers and dates of birth Wage statements W-2s Last year’s Federal and State tax return Self-employment business income and expenses/1099-MISC/1099K Commissions received/paid Mortgage or home equity loan interest paid/1098 Pension, retirement income/1099-R Unemployment income/1099-G Statements on the sales of stocks or bonds/1099-B Interest and dividend income/1099-INT/1099-DIV State refund amount/1099-G Real estate and personal property taxes State or local taxes paid Sales tax paid Cash and non-cash charitable donations Tuition and Education Fees/1098-T Student loan interest/1098-E Moving expenses Child care expenses and provider information Receipt(s) for qualified energy efficient home improvements IRA contributions Income and expenses from rentals Canceled Debt Amount/1099-C Social Security income/SSA-1099 Lottery or gambling winnings/losses Alimony paid or received Record of purchase or sale of residence that happened in 2023 Medical and dental expenses Estimated taxes or foreign taxes paid Unreimbursed employment-related expenses Job-related educational expenses Educator expenses Casualty or theft losses Detail of home usage for the office.
Corporate Clients:

Detailed breakdown of income and expenses Detailed list of all assets bought Detailed list of stocks at end of year Tax ID Number for the Company SSN of Owner/stockholders Detail of stockholders holding Last Year tax return copy (if available)