In order for us to execute our services, please see the following list for documents to bring with you.
Items Needed for All Clients
- Driver’s License Info for Taxpayer & Spouse (State, Number, Issue Date, Expiration Date)
- W-2
- Interest income from checking or savings account(s)
- Dividend income
- State & local income tax refunds (Form 1099-G)
- Alimony received
- Hobby income & expenses
- Misc income (Form 1099)
- Retirement income (Form 1099-R)
- Unemployment compensation (Form 1099-G)
- Social Security benefits
- RR1 benefits
- Gambling & lottery winnings
- Partnership Income (Schedule K-1)
- Misc income
- State and local income taxes you paid last year (from last year’s tax return)
- Educator Expenses
- Penalties paid for early withdrawal of savings / CD account(s)
- Alimony paid (don’t forget to obtain SSN)
- IRA contributions or contributions made to other retirement plans
- Student loan interest paid
- Tuition information (Form 1098-T: this can be downloaded from the student’s online account) & book receipts
- Child care expenses
- Adoption expenses
Additional Items
- Itemized & misc deductions (see downloadable spreadsheet here)
*please note, any medical insurance premiums cannot be included if they are paid with pre-tax dollars - Small business income & expenses (see downloadable spreadsheet here)
- Rental income & expenses (see downloadable spreadsheet here)
- Office In Home expenses (see downloadable spreadsheet here)
- Ministry expenses (see downloadable spreadsheet here)
- Information for all Stocks sold during the year (purchase price, date purchased, number of shares purchased, date sold, sale price, etc.)
Additional Items Needed for NEW Clients
- All of the above items
- Your last income tax return
- The amount you paid to prepare your last tax return