Home    Contact     

What to Bring

So that we may serve you as quickly and effeciently as possible and ensure your tax returns accuracy, please bring the following records, where applicable:

• Personal & Income Data
• Social Security Numbers (including spouse and children)
• Child care provider: Name, address and tax I.D. or Social Security Number
• Alimony paid: Social Security Number
• W-2 forms for this year
• Unemployment compensation: Forms 1099-G
• Miscellaneous income including rent: Forms 1099-MISC
• Partnership, S Corporation, & trust income: Schedules K-1
• Pensions and annuities: Forms 1099-R
• Social Security/RR1 benefits: Forms RRB-1099
• Alimony received
• Jury duty pay
• Gambling and lottery winnings
  Prizes and awards
• Scholarships and fellowships
• State and local income tax refunds: Form 1099-G
• Homeowner/Renter Data
• Residential address for the year
• Mortgage interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Second mortgage interest paid
• Real estate taxes paid
• Rent paid during tax year
• Moving expenses
• Financial Assets & Liabilities
• Interest income statements: Form 1099-INT & 1099-OID
• Dividend income statements: Form 1099-DIV
• Proceeds from broker transactions: Form 1099-B
• Retirement plan distribution: Form 1099-R
• Auto loans and leases (account numbers and car value) if vehicle used for business
• Student loan interest paid
  Early withdrawal penalties on CDs and other time deposits
• Automobiles
  Personal property tax information
• Expenses
• Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
• Volunteer work expenses
• Unreimbursed expenses related to your job (travel expenses, uniforms, union
  dues, subscriptions)
  Investment expenses
• Job-hunting expenses & Job-related education expenses
• Child care expenses
• Medical Savings Accounts
• Adoption expenses
• Alimony paid
• Tax return preparation fees
• Self-employment Data
  Business income: Forms 1099-MISC and/or own records
• Partnership SE income: Schedules K-1
• Business-related expenses: Receipts, other documents & own records
• Farm-related expenses: Receipts, other documents & own records
• Employment taxes & other business taxes paid for current year: Payment records
• Miscellaneous Tax Documents
• Federal, state & local estimated income tax paid for current year: Estimated tax
  vouchers, cancelled checks & other payment records
• IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees Medical expenses
• Casualty or theft losses
• Other expenditures that may be deductible
• Other revenue or sales of property that may be taxable