Please read over the list and gather any relevant documents that pertain to your tax situation.
- Government issued photo ID.
- Completed Client Information Sheet **REQUIRED TO COMPLETE YOUR RETURN**
- If you are a new client, provide copies of tax returns for the past 3 years
- Forms W-2 for Taxpayer (& Spouse if applicable)
- Forms 1099-INT for interest
- Forms 1099-DIV for dividends
- Forms 1099-B for sale of securities/stocks (Please provide stock purchase price & date)
- Forms 1099-MISC for Commissions & Fees (Profit and Loss Statement if Self-Employed)
- Forms 1099-R for Pensions, Annuities and IRAs or other retirement plan withdrawals
- Forms 1099-S for Real Estate sales
- Forms SSA-1099 or RRB-1099 Social Security and Railroad Retirement benefits
- Forms 1099-G for Unemployment Compensation
- Forms W-2G for Gambling Winnings
- Forms 1099-G for State tax refunds
- Forms 1099-C for Cancellation of debt (loan, bankruptcy, property repo, or credit card debt)
- Real Estate Rental Income and Expenses and/or Royalty Income and expenses (no receipts)
- Traditional IRA or Roth IRA Contribution amounts
- Form 1098-T Tuition Statements and related expenses (books and student activity fees)
- Form 1098-E Student Loan Interest Paid
- Copies of Schedules K-1 for S Corporations, Partnerships, Joint Ventures, Estates, or Trusts.
- Form 1098 Mortgage Interest Statement (If you acquired, sold, or refinanced a home or other property in 2017, bring a copy of the closing statement.)
- Real Estate Tax Statements
- Charitable Contributions (Any contributions made over $500, must have receipt)
- Unreimbursed Employee Business Expenses (Union dues, tools and supplies, special uniforms and safety equipment, professional dues and subscriptions). Do not bring receipts.
- Business Vehicle Expenses if unreimbursed (business mileage, parking, tolls, and repairs, insurance). Cannot deduct commuting or personal mileage or expenses.
- (Health insurance premiums, Vision, Dental and Prescription drugs). Do not bring receipts, only total amounts.
- For Child Dependent Care, we require Name, Address, Fed. ID# or Social Security Number and amount paid for the year (per child)
- Miscellaneous: Sales Tax paid on large purchases; Tax Prep, Financial planning/consulting fees; Investment expenses, Safe deposit box.