What Documents Do I Need to Get Started with DIMOV WASSERMAN?
DIMOV WASSERMAN is a Certified Public Accounting (CPA) firm based in New Jersey, specializing in services such as tax preparation, accounting, and business consulting. The firm serves both individuals and businesses, focusing on personalized, proactive financial strategies to help clients maintain compliance and achieve long-term financial clarity.
Dimov Wasserman CPA
105 Creek Crossing Blvd
Getting started with DIMOV WASSERMAN CPA is a straightforward process, but the documents you'll need depend bookkeeping and tax services in new jersey on whether you are an individual, small business, real estate investor, freelancer, or startup founder. Their onboarding team provides customized checklists tailored to your financial situation, but there are some common requirements across the board. Here’s a breakdown of what you’ll need to prepare to ensure a smooth start.
For Individual Taxpayers
- Last two years of federal and state tax returns (PDFs preferred)
- W-2 forms from all employers
- 1099 forms (freelance income, bank interest, dividends, etc.)
- Mortgage interest (Form 1098) and property tax documents
- Brokerage or investment account statements (Form 1099-B or 1099-DIV)
- Charitable donation receipts
- Health insurance forms (1095-A, B, or C)
- Driver’s license or government-issued ID for e-filing verification
For Freelancers and Gig Workers (1099 Income)
- List of income sources (Upwork, Venmo, Zelle, etc.)
- Expense receipts or summaries by category (home office, mileage, subscriptions)
- Bank statements showing business-related transactions
- Business use-of-home worksheet (if applicable)
- Estimated tax payment records (IRS and NJ vouchers)
For Small Business Owners (LLC, S-Corp, etc.)
- Articles of incorporation or formation
- Operating agreement or bylaws
- EIN (Employer Identification Number) letter from the IRS
- Previous year’s business tax return (Form 1120, 1120S, 1065, etc.)
- Profit and loss statement (YTD and previous year)
- Balance sheet
- Payroll reports (if applicable)
- List of assets and depreciation schedule
For Real Estate Investors
- Schedule of properties owned, with purchase dates and costs
- Rental income logs and 1099-MISC forms from tenants or platforms
- Operating expenses per property (repairs, utilities, management fees)
- Mortgage interest and escrow summaries
- Depreciation reports or cost segregation studies (if applicable)
Digital Tools and Upload Methods
DIMOV WASSERMAN provides a secure portal where clients can upload scanned documents, spreadsheets, and PDFs. Clients can also sync with cloud-based platforms like QuickBooks Online, Xero, or Gusto to automatically transfer data. If you prefer physical documents, their Hainesport office can receive them securely by appointment or mail.
What If I Don’t Have Everything Yet?
No problem. The firm works with partial data and provides guidance on how to gather or estimate missing items. Many clients come in with less than complete documentation, and the team helps fill the gaps—especially during catch-up filings or urgent submissions.
Conclusion
DIMOV WASSERMAN’s document onboarding process is clear, digital-friendly, and customized to your needs. Whether you’re a salaried financial compliance services professional, entrepreneur, or real estate investor, their team helps you gather what’s needed without overwhelming you. If you’re ready to start, prepare your past returns and core financial records, and let their professionals take it from there—efficiently and securely.