Income Tax Appointment Preparation Checklist

    Please bring in the following items that apply to you:


    1.  A copy of last years federal and state tax returns, including depreciation schedules
    2.  All year end W-2, 1099 and social security income forms
    3.  Other income and expenses:
                    - Escrow closing documents
                    - Sale of assets
                    - Stock sale statements
                    - Investment interest
                    - Moving costs
                    - Rental income
                    - Dividends Income
                    - Small business profit & loss statement
    4.  Records of any employment related expenses such as:
                    - Union dues
                    - Safety equipment
                    - Uniform and protective clothing
                    - Laundering and cleaning
                    - Small tools and supplies
                    - Travel
                    - Automobile expenses with both total and business mileage for each car
    5.  A list of contributions to churches and charities with receipts
    6.  Amounts paid in and date paid for estimated taxes and / or extension, if any
    7.  Your house mortgage interest statement
    8.  Property tax statements or cancelled checks
    9.  Car license DMV fees paid
  10.  Record  of medical expenses
  11.  Record of major losses sustained such as accident, fire, theft, etc
  12.  Record of child care expenses including names, addresses, ss # or EIN of providers
  13.  Your children and other dependents ss #
  14.  Record of tuition for college or university expenses for yourself and / or children    
  15.  Other questions - bring in your data and we will review during your appointment