Travel Directions to 517 Grand Street

Transcription

1 517 Grand Street Flr 1 New Yrk, NY inf@medwscpa.cm Tel: Fax: Travel Directins t 517 Grand Street Our ffice is lcated at 517 Grand Street which is at the crner f Grand Street and Clumbia Street n the Lwer East Side f New Yrk. View n Ggle Maps: Via Subway Our ffice is accessible via the F, J, M and Z trains. Tw subway statins are abut ten minutes frm ur ffice. Quickest Walking Time via Subway F Train t East Bradway Take the F t East Bradway. Exit via the escalatr. Walk east and away frm the Manhattan Bridge (if yu are walking twards the Manhattan Bridge, yu are walking in the wrng directin). Walk abut fur blcks n East Bradway until East Bradway ends and merges with Grand Street. Walk ne mre blck until yu reach Grand Street & Clumbia Street. This is apprximately tw blcks frm the FDR Drive Grand Street Entrance/Exit. Easier t Navigate Travel Directins via Subway J, M, Z Trains t Essex Street F Train t Delancey Street Take the F train t Delancey Street. Exit twards the suth side f Delancey Street. Walk tw blcks t Grand Street. Make a left n Grand Street and walk fr abut ten minutes. Prceed east n Grand Street (twards the FDR Drive and the East River) until yu cme t Grand Street & Clumbia Street. This is apprximately tw blcks frm the FDR Drive Grand Street Entrance/Exit. Via Bus The M14 Avenue A, the M14 Avenue D, M21 and M22 buses stp near ur ffice. M14A Take the M14 Avenue A bus heading east twards Grand Street and the FDR Drive and ask the driver t let yu ff at the Grand Street/East Bradway stp. Once ff the bus walk east dwn the blck twards Clumbia Street

2 M14D Take the M14 Avenue D bus heading east t the terminus stp at Clumbia Street and Delancey Street. Walk under the bridge and crss t the ther side f Delancey Street. Yu knw yu are n the crrect side if yu see a garage called the Area Garage. Walk Suth n Clumbia Street until Grand Street. Crss t the ther side f the street and yu will see ur ffice. M22 Take the M22 bus heading east t Grand Street and Madisn Street. Yu will see a candy stre. Crss t the street t Grand Street (pass the candy stre) and walk west abut 1 ½ blcks and yu will arrive at ur ffice at Clumbia Street. M21 Take the M21 heading east t the terminus stp at FDR Drive and Grand Street. Walk tw blcks west until yu arrive at Clumbia Street. Crss t the ther side f the street and yu will see ur ffice. Travel via Car GPS Fr ptimal directins- use the fllwing address fr yur navigatin system: 517 Grand Street, New Yrk, NY FDR Drive I am lcated just ff the Grand Street exit f the FDR Drive (Suth bund). Exit the FDR at Grand Street. At the light ff the exit, make a right turn and g tw blcks until yu reach Clumbia Street. Pay Parking A parking lt is cnveniently lcated dwn the blck frm ur ffice n Clumbia Street & Delancey Street. The Area Garage is lcated at 275 Delancey Street New Yrk, NY Frm the garage, walk ne blck suth n Clumbia Street t Grand Street. Crss t the ther side f the street and yu will see ur ffice

3 Items t Organize fr Tax Appintment & Tax Return Preparatin Businesses Prir year tax returns (new client nly) EIN Prfit and Lss Statement Balance Sheet T settle taxes r filing fees wed t the federal, state, r city level please bring yur business bank name, ruting number and accunt number s we can have settlement via ACH. A list f questins yu may have r issues that yu need t address. Individuals Mst recent federal tax return and state tax return (fr new clients nly: bring alng birthdates f yu, spuse and dependents) Cpy f driver s license, frnt and back (NYS nw mandates driver s license infrmatin fr verificatin purpses) In case f tax refund r tax liability, bring yur bank name, ruting number and accunt number s we can have settlement via ACH. Yur address, telephne number(s) and address Scial Security numbers and birth dates f any new dependents 1095-B: Health Cverage Prf- prvided by health insurance cmpany t demnstrate yu had qualifying health insurance fr tax purpses 1095-A: Health Insurance Market Place Statement- this frm is required if yu received premium assistance thrugh advance credit payments via the Health Insurance Market Place 1095-C: Emplyer Prvided Health Insurance ffer & Cverage Frm W-2 Wage statements Frm K-1 fr incme frm partnerships, LLC, LLP, S-Crpratins, Trusts & Estates Frm 1099-SSA Scial Security Benefits Frm 1099 Interest and Dividend Incme Frm 1098 Mrtgage Interest and Real Estate Tax Statement If yu rent yur hme r apartment, yur annual rent t determine if yu are eligible fr a rental credit n yur state and lcal tax returns. Summary f all medical expenses Summary f all charitable cntributins Summary f all wrk related expenses Cst basis f any investments yu sld during the year Real estate transactins (purchase, sale, r refinance) HUD-1 Settlement Statement Frm 1098-E Student Lan Interest Paid Frm 1098-Tuitin Paid If yu mved 50 r mre miles fr wrk: include csts assciated with the mving f husehld furnishings and transprtatin f yu and yur family t a new Revised: February 2015 Page 1 f 3

4 hme. Als include the mileage frm ld hme t ld wrkplace as well as frm ld hme t new wrkplace. If yur emplyer paid fr part f the csts fr yur mve include the amunt paid by the emplyer. Textbks and ther materials fr classes taken, if yu believe the classes were wrk related. Nn-Reimbursed business expenses A listing f estimated tax payments actually made t the IRS and ther state and lcal entities (entity paid, date paid and amunt paid) Day care and camp expenses fr child (amunt paid, name f rganizatin, and EIN f rganizatin) Fr Clergy: Parsnage declaratin amunt fr tax year and amunts actually spent n Parsnage. If yu adpted a child, include the expenses and emplyer reimbursements fr csts assciated with the adptin. A list f questins yu may have r issues yu need t address Freelancers All f the infrmatin listed n the previus page fr an individual EIN and DBA Name (if applicable) List f questins yu may have r issues yu need t address Summary f Revenue and Expenses fr yur business. Unless yu are an accrual tax payer, revenues and expenses are amunts that are actually cllected r expensed during the tax year. Examples f expenses Refunds t clients; uncllected invices d nt cunt unless yu are n the accrual tax basis. Advertising Cntract Labr - freelancers yu hired Wages paid t emplyees Assets purchased during the year, such as cmputers r ther hardware Business interest expense Legal fees CPA fees Office rent Cmputer sftware Prfessinal subscriptins Repairs and maintenance Office supplies Office furniture Travel Meals Car expenses - miles driven t/frm wrk, miles driven t/frm hme, expenses fr annual upkeep f car, parking, gas, insurance, mnthly lease payments, purchase price f car, mdel f car, year f car Business taxes, such as NYC unincrprated business tax r NYC crprate tax. Revised: February 2015 Page 2 f 3

5 Telephne Internet Bank service fees Pstage Hme ffice deductin (If applicable) Rent Utilities Hmewners insurance premium Square ftage f hme/apartment Estimated amunt f space used exclusively fr wrk Revised: February 2015 Page 3 f 3