Accounting Associates of Indianola
With over 25 years of experience behind us we offer a full range of accounting & tax services for businesses & individuals.
Office Hours
Payment
Use the button below to make a one-time secure payment on your balance using a credit card.
Where's my refund?
You can use the links below to check the status of your refund.
Tax Info
We have several ways you can get your information to us.
- Drop Off: as schedules get tighter this is becoming popular. After hours, use the drop box on the west side of the building; always include your phone number and email address.
- Scan and Email your documents: if you choose this option, send an email to the address below and receive a secure link to our portal. Please followup by email or phone that we received all scanned items you sent.
Email to: taxdocs@accountingiowa.com
Note: ‘2023 Tax Docs’ in subject line. - Schedule an Appointment: contact us using the contact form lower on the page or call 515-961-9888 x0.
- To ensure timely tax filing, your documents need to be received by March 25th.
Returning Clients
If you would like a custom organizer, email your request to organizer@accountingiowa.com
Please see the info below as well as the blank organizer links to the right on the website.
Bring all that apply.
These are the most common items needed to prepare your tax return:
- W2 (all copies) from every employer for the year
- W2G gambling winnings – also need amount of gambling losses for the year
- 1099 and 1098 forms-from banks, credit unions, brokerage companies, employers
- 1099-INT interest income
- 1099-DIV dividend income
- 1099-B brokerage transactions
- 1099-PATR taxable distributions from co-ops
- 1099-R pensions, IRA, retirement income
- 1099-SSA social security income
- 1099-G unemployment income
- 1099-Q education distributions
- 1099-C cancellation of debt
- 1099-MISC rent, royalties, crop insurance proceeds and various other misc income
- 1099-NEC nonemployee compensation
- 1099-S real estate transactions proceeds
- 1099-SA health savings account (HSA) distributions
- 1098-T college tuition reporting-also need amount spent on books, technology, and supplies directly related to class requirements
- 1098 mortgage interest paid
- 1095-A Health Insurance Marketplace Statement
- K-1’s from investments in businesses/estates
- If you bought and/or sold real estate this year, need closing statement showing financial transaction
- HSA contributions not reported on W2
- Total charitable contributions (cash and non-cash). Valid documentation is required
- Real Estate taxes paid for personal residence and investment properties (not reported elsewhere)
- Vehicle Registration (car tags). Not included are RV, trailer, or motorcycles
- Daycare-need amount paid by provider including name, address, SSN or EIN
- Traditional IRA or ROTH IRA contributions separate from employer sponsored plans (Example: 401K, 403B, SIMPLE IRA)
- Medical paid if total is more than 7.5% of total gross income
- Please include all documents necessary to complete tax return.
* Cash, Check or Visa/MC/Discover Accepted
* Payment for tax preparation is due, in full at time of service
We're Here to Help!
Whether it's tax season, time for quarterly estimates, or you have a question about your books, reach out to us.
Your Small Business Partner
Thank you for stopping by to visit with us. Since 1998 Accounting Associates of Indianola has been providing superior services for both business and personal accounting needs. Our trained experts can assist you with all your tax and accounting issues at very competitive rates. Whether you have a large or small business or just don’t want the hassle of preparing your personal tax returns, we invite you to Contact Us and set up an appointment to review your requirements. For additional information about our company please select the appropriate menu link at the top of any page.
Professional Expertise
Since 1998 Accounting Associates of Indianola has been providing superior services for both business and personal accounting needs. Our people are committed to providing outstanding professional services to our clients in order to maximize their financial opportunities. Our mission is to become not only your accountant, but also your ally and advisor.
Personal Service
We are committed to providing close, personal attention to our clients. Through alliances and creative use of resources, we combine the experience of a larger organization with the personal attention that only a smaller firm can provide. Our continuing goal is to meet and exceed client expectations through personal service and relationships.
Quickbooks Experts
As Quickbooks ProAdvisors, we can help you with your accounting and tax needs even if you do your own bookkeeping with Quickbooks.
Our Services
Our company knows the importance of sound accounting practices in business and personal matters. The combination of commitment to quality service and years of accounting experience produce unmistakable results for our clients.
Individual Tax Return Preparation
From simple 1040 to complex joint returns, we can take care of your tax returns!
- Personal Consultation
- Personal Tax Returns
Business Tax Return Preparation
We prepare business forms 1065, 1120S, and 1120. And we know how to use them to minimize your tax liability.
- Corporate Tax Returns
- Partnership Tax Returns
Bookkeeping / Business Accounting
Your organization needs accurate and timely financial reporting. So that you can focus on your business, we keep an eye on your books.
- On-site / Drop-off Services
- Quickbooks Professional Advisor Program
Payroll Management
Would you rather be preparing and mailing checks, or meeting with that new prospect? Dealing with the bank, or banking the next deal? Our payroll management and other corporate services allow you to focus your priorities on running your business, while we run your back office.
- Prepare Paychecks
- Quarterly Payroll Reports
- Year-End Reports
- Employee W-2s
Corporate Services
Your business needs timely and accurate financial reporting. We keep our eyes on your books, so that you can keep your eyes on your business.
- Corporation Setup
- Continual Corporate Maintenance
Contact Us
Fill the contact form below and we'll get back to you to schedule an appointment at our office location in Indianola.