Important Information

Getting Ready for Your Appointment

Please bring last year's tax return. Several years might be needed depending on individual circumstances. New clients must bring government issued picture identification cards for themselves and social security cards for themselves and their dependents. Here is a partial check list of other items you will need.

Income Documents
  • W2                   Employer Wage and Withholding Statement(s)
  • W2G                Gambling Winnings
  • 1099G             Unemployment and Family Leave
  • 1099R              Pension, IRA, 401K, etc. Distributions
  • 1099SSA         Social Security Statement(s)
  • 1099INT*         Interest earned on savings or mortgage escrow account(s)
  • 1099DIV*         Dividends earned on investments
  • 1099B*             Record of Stock Sales or Redemptions (don't forget cost basis information)
  • 1099Misc         Self Employed, Royalty, or other miscellaneous income(s)
  • Alimony Records and date of order
  • Records of self-employed income if not included above (Spread sheets, bank statements, credit card income, etc) *Or composite of all three from your investment company
Itemized Deductions and Income Adjustments
  • Medical Payments (Doctor, Dentist, Pharmacy, Lab, etc) and medical miles (subject to 10% of income)
  • 1098 Mortgage Interest(s) Paid
  • Property Tax Statements (not all is deductible)
  • Vehicle License Fees Statements (not all is deductible)
  • Charitable Contributions
  • Gambling Losses (to extend of winnings)
  • Alimony paid and date of order (Provide x-spouse's social security number and address.)
  • Education Expenses
  • Child Care Expense Records
Business Expenses for Self-Employed

Expenses totaled by category (Advertising, Insurance, Taxes, Utilities, Repairs, Supplies, Office Expenses, etc.)

List of equipment to be depreciated including date of purchase and cost

Mileage logs showing total odometer miles for the year (including personal miles), business miles andand commute miles, if any.

Home Office Information (square footage of house and office, utilities, mortgage interest or rent, property tax, miscellaneous expenses)

Income Documents
  • W2
    Employer Wage and Withholding Statement(s)
  • W2G
    Gambling Winnings
  • 1099G
    Unemployment and Family Leave
  • 1099R
    Pension, IRA, 401K, etc. Distributions
  • 1099SSA
    Social Security Statement(s)
  • 1099INT*
    Interest earned on savings or mortgage escrow account(s)
  • 1099DIV*
    Dividends earned on investments
  • 1099B*
    Record of Stock Sales or Redemptions (don't forget cost basis information)
  • 1099Misc
    Self Employed, Royalty, or other miscellaneous income(s)
  • Alimony Records and date of order
  • Records of self-employed income if not included above (Spread sheets, bank statements, credit card income, etc) *Or composite of all three from your investment company
Itemized Deductions and Income Adjustments
  • Medical Payments (Doctor, Dentist, Pharmacy, Lab, etc) and medical miles (subject to 10% of income)
  • 1098 Mortgage Interest(s) Paid
  • Property Tax Statements (not all is deductible)
  • Vehicle License Fees Statements (not all is deductible)
  • Charitable Contributions
  • Gambling Losses (to extend of winnings)
  • Alimony paid and date of order (Provide x-spouse's social security number and address.)
  • Education Expenses
  • Child Care Expense Records
Business Expenses for Self-Employed

Expenses totaled by category (Advertising, Insurance, Taxes, Utilities, Repairs, Supplies, Office Expenses, etc.)

List of equipment to be depreciated including date of purchase and cost

Mileage logs showing total odometer miles for the year (including personal miles), business miles andand commute miles, if any.

Home Office Information (square footage of house and office, utilities, mortgage interest or rent, property tax, miscellaneous expenses)