LINKS & CHECKLIST

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Copy of Last Year’s Tax Return (New clients only)
Forms W-2 for Husband and Wife
Forms 1099-INT Bank Interest and Forms 1099-DIV Stock Dividend Statements
Forms 1099-MISC for Sole Proprietorships (Small Business) along with a List of Expenses (No receipts please)
Forms 1099-R for Pensions,Annuities and IRAs
Social Security Annual Statements
Forms 1099-G for Unemployment Compensation
Forms 1099-G for Gambling Winnings
Ira Contribution or Roth Ira Contribution Forms
Tuition Statements and amount paid for course related expenses (such as books and student activity fees)
Student Loan Interest Statements
Income from Real Estate Rental and List of Expenses (No Receipts Please!)
Forms K-1 for Corporations and Partnerships
Forms 1099-B Gross Sales Proceeds and Purchases Year-End Transaction Brokerage Statements (You need to provide us with the purchase price of the stock if statement does not include it)
Mortgage Interest and Real Estate Tax Statements (If it is a New Mortgage We Need the Closing Statement)
Charitable Contributions (If you have a contribution over $ 500.00, must have receipts. They need to be attached to the Federal Tax Return)
List of Non- Reimbursed Employee Business Expenses (No Receipts)
For Child Dependent Care, we require Name, Address, Fed. ID# or Social Security Number and amount paid for the year and for which child.
Healthcare forms 1095-A,B, or C to substantiate healthcare coverage.

Complete Business Information details; Legal Business Name, Federal ID number, Entity Type, Address, Owners SS numbers and addresses
Complete Profit & Loss Statement
QuickBooks users: email QuickBooks file or bring back-up file.
Brown Book users bring book and make sure you have year end totals calculated.
Spreadsheet users on Excel or hand-written sheets please total all income and expense columns.
New clients bring previous years Federal and State tax returns