Davis & Bott is also providing excellent service for clients in the Rexburg/Idaho Falls area. Your CPA will need all documents that verify income and deductions for the year 2018. These include: wage income on a W-2, interest income from a bank, Form 1099 retirement income and social security or pension information. For new clients, we also like you to bring your previous year's tax return so we can check for any carryover information.
If you are itemizing, please bring that information as well. This includes a summary of medical expenses if they are significant, mortgage interest statement, property tax, charitable donations and state tax payments. Anything else would be on a case by case basis. Your CPA will let you know what additional information is needed during your appointment.
Our firm is constantly researching and staying ahead of the curve when it comes to ways we can help our clients. Credits are a good example of this. The Enterprise Zone credit and Research and Development credit are just a couple of the credits we have been able to apply this past year which have saved our clients' money.
If you are itemizing, please bring that information as well. This includes a summary of medical expenses if they are significant, mortgage interest statement, property tax, charitable donations and state tax payments. Anything else would be on a case by case basis. Your CPA will let you know what additional information is needed during your appointment.
Our firm is constantly researching and staying ahead of the curve when it comes to ways we can help our clients. Credits are a good example of this. The Enterprise Zone credit and Research and Development credit are just a couple of the credits we have been able to apply this past year which have saved our clients' money.
Services
Our Firm is devoted to quality.
We have taken extra steps to assure that we meet the highest professional standards of quality.
Our Firm adheres to the most rigorous standards of our profession for CPA firms, as measured by the criteria established by the American Institute of Certified Public Accountants.
The rapid growth our Firm has experienced since its inception in 1977 is attributable to practicing the Firm's slogan.
During our history, we have grown from a one-man CPA firm to a full-time staff of 24.
We have taken extra steps to assure that we meet the highest professional standards of quality.
Our Firm adheres to the most rigorous standards of our profession for CPA firms, as measured by the criteria established by the American Institute of Certified Public Accountants.
The rapid growth our Firm has experienced since its inception in 1977 is attributable to practicing the Firm's slogan.
During our history, we have grown from a one-man CPA firm to a full-time staff of 24.
We have an online portal for the convenience of securely uploading information to help us prepare your tax return or for requests of your tax documents we have on file.
SecureDrawer gives you a protected way to share documents with clients and coworkers alike.
With just a few clicks, you can instantly share documents, all within a secure, encrypted portal.
For simple set up, the only thing we need is your email address.
Please either call or email us to get stared on your secure drawer: 435-723-5224 or deb@davisbott.com.
SecureDrawer gives you a protected way to share documents with clients and coworkers alike.
With just a few clicks, you can instantly share documents, all within a secure, encrypted portal.
For simple set up, the only thing we need is your email address.
Please either call or email us to get stared on your secure drawer: 435-723-5224 or deb@davisbott.com.
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