young woman meeting with accountant looking over papers for tax preparation services

Things You Might Forget For Tax Preparation Services in Cambridge, OH | Perry & Associates

young woman meeting with accountant looking over papers for tax preparation services

5 Essential Things for Tax Preparation Services in Cambridge, OH


One of the challenges of tax preparation each year is remembering to bring the necessary documents that will allow your tax preparer to properly file your federal and state taxes. Inevitably, progress will pause when some important document is missing that you must hunt down. This year, come prepared with everything your tax preparation services in Cambridge, OH may need. 


We’ve provided a list of 5 items to make sure you have at your initial tax consultation. These may seem simple, but you’d be surprised how many times some of these are forgotten.


Headed in for Cambridge Tax Preparation Services? Don’t Forget These 5 Things

  • Personal Identification Information


This may seem like a given, but proof of identification can easily slip your mind when your focus is consumed with all of your tax papers! You will need Social Security Numbers for yourself, your spouse (if married), and anyone else you are claiming as a dependent on your taxes. You will also need all of their dates of birth, street addresses, and your driver’s license(s). 

  • All Income Statements


These are the most important documents to bring to any meeting with a local tax preparation service. While everyone remembers the W-2s, there are many other sources of income that may need to be reported.

  • W-2s from all employers that you, and your spouse, worked for during the past tax year
  • 1099-MISC forms if you or your spouse conducted contract work earning more than $600 in the past tax year
  • Interest income, dividend income, any income from selling stocks or bonds, and any foreign investment income for the past tax year
  • Rental property income for the past tax year
  • Any other miscellaneous income from prizes, gambling, jury duty, medical savings accounts etc.


  • Listing and Documentation of Expenses


You certainly will not want to forget the evidence of any of these! Also known as “itemized deductions”, these can significantly reduce your tax responsibility. 

  • Charitable Donations
  • Education Expenses
  • Property Tax
  • Real Estate Tax and Mortgage Interest
  • Medical Expenses
  • Unreimbursed job-related expenses
  • Job search or moving expenses
  • IRA Contributions
  • Childcare Costs


  • Previous Returns


Bringing returns from previous years can help your tax preparer in Cambridge, OH get your taxes done smoothly and as quickly as possible.This will help your accountant access information that they need in order to make certain calculations without the need to call you multiple times. 


  • Bank Account Information


Finally, if you want your refund to be directly deposited to your bank account, you will need your account number and routing number to give to your accountant.


Tax Preparation Services in Cambridge, OH


Nervous that you are still forgetting something? We can help you walk through the entire process. For trustworthy tax preparation services in Cambridge, OH, contact Perry and Associates at one of our five different locations. We strive to become partners in our clients’ financial lives. For both present needs and future goals, we are here for you!


313 Second St.

Marietta, OH 45750

Office: (740) 373-0056


1907 Grand Central Avenue

Vienna, WV  26105

Office: (304) 422-2203


150 West Main Street, Suite A

St. Clairsville, OH 43950

Office: (740) 695-1569


1310 Market St. Suite 300

Wheeling, WV 26003

Office: (304) 232-1358


749 Wheeling Ave, Suite 300

Cambridge, OH 43725

Office: (740) 435-3417

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Accounting Services for Small Business – Perry & Associates

business owner in coffee roastery looking at financial accounting services on the computer

Does a Hustling Entrepreneur Really Need Professional Accounting Services?

You learn. You hustle. You sacrifice. And you do it all over again and again.

As a small business owner in the beginning stages of your startup, so many responsibilities scream for your attention, time and money that it’s hard to know how best to allocate your resources. Perhaps one of the most challenging resources to properly control in the beginning is your money. Most small business owners will purpose to do more work in order to save more money. 

Some of this time may be a reasonable trade-off when looking at a cost vs benefit analysis – painting your office instead of hiring it out, writing your own business plan, handling the marketing yourself. 

Business Professionals on Paying for Accounting Services

But distinct challenges can come when you choose to do for yourself things that will cost you greatly in the future. Business experts agree that professional accounting services shouldn’t be one of the areas where you take the do-it-yourself route. But perhaps you don’t quite see the value that accounting services can bring for your small business startup when you don’t have extensive business bookkeeping to track. 

Here are just a few of the ways that professional accounting services can help your startup gain stability even in the beginning years of uncertainty.


Determine Your Entity

Accounting services can help you in the selection and set up of your entity structure. It’s important to choose the entity that will best fit your business’s needs, both for current and future goals. An accounting firm will take your goals, industry and business model into consideration, finding you the entity structure that will provide the best legal protection and greatest tax benefits. 

Analyze Your Business Plan

An accounting firm can provide an expert analysis of the financial structure of your business plan, pointing out areas where you may have unrealistic expectations or faulty numbers. 

Train You in Accounting Procedures

An accountant can help you determine what accounting software would be the best fit for your business, while also providing advice for how to keep your affairs legal, organized and profitable.

Make Sure You are Compliant with Government Regulations

It’s important that your accounting procedures follow government regulations from the very start. Depending on the type of entity structure, you may need to keep specific records, have shareholder meetings and keep minutes for the meetings. A professional providing your accounting services can advise you on all the proper legal proceedings. 

The way you pay your employees and/or subcontractors must also follow guidelines. Not to mention your quarterly estimated tax payments that should be filed in order to prevent penalties and fees. 

Don’t Skimp on Professional Accounting Services

While the temptation is to rely on google and your own grit to determine the direction for all of these financial aspects, one small mistake can cost years of headache down the road. The wise entrepreneur will let professionals guide their financial affairs, leaving their time for growing and improving the business. 

With proper accounting services, your business can be positioned to move forward strategically, ready for whatever growth and opportunities come your way. 


If you’re ready to partner with a professional small business accountant that can guide and advise your business steps, call Perry & Associates today.