What to Bring to Assist Us In Preparing Your Income Tax Returns

For A New Client

1. A copy of your prior year return  
2. Names, birthdays, and social security numbers of all family members being claimed on the return and a voided check if you wish to have electronic withdrawal or deposit.  
3. The lists below include items that you may need to provide us.

 Income Items

1. W-2’s  
2. 1099-INT interest income
3. 1099-DIV dividend income  
4. 1099-MISC small business income and any expenses related to this business (totaled by category)
5. 1099-B and a realized gain/loss report  
6. 1099-R retirement income  
7. 1099-SSA Social security benefits
8. 1099-MISC rental income and any expenses related to this income (totaled by category)  

Deductions  

1. Property taxes paid on personal residence, vehicles, and other personal property
2. Form 1098 mortgage interest paid  
3. Medical expenses paid  
4. Charitable contributions

Other  

1. Amounts and dates paid for estimated taxes for both federal and state  
2. Dependent care expenses  
3. Education expenses  

The above list is not all inclusive and all items will not apply to all taxpayers.  We may need to request additional information.

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