New Clients
- Photocopies of drivers license and Social Security cards for taxpayer and spouse.
- Photocopies of Social Security cards for each child and adult dependent being claimed on the tax return. Also provide their date of birth, relationship to you, and number of months they lived with you during the tax year.
- A copy of your prior year tax return. (Both yours and your spouse's, if you were not married in the previous tax year.)
All Clients
- W-2's from ALL jobs worked during the tax year.
- Forms 1099-Misc (income from subcontracting, bonuses, royalties, etc.)
- Unemployment compensation form for each state from which you received it.
- Social Security Disability and Social Security Retirement benefits statements.
- Forms 1099-INT, 1099-DIV and 1099-B (interest, dividend and stock income).
- Form 1098, mortgage interest statement.
- Real Estate, Personal Property and Per Capita tax statements.
- Income and expenses from any businesses you own.
- Your cost basis in any stocks you sold; your average cost basis in any mutual fund shares you sold.
- Signed Form 8832 or Divorce decree for noncustodial parent claiming a dependent child.
- Schedule K-1 from partnership, S-corporation, or a trust.
- Rental income and expenses for rental units.
- Nonresident Aliens need to provide a copy of their Visa and Passport and any work authorization documentation.
- Estimated quarterly federal and state tax payments made -- provide amounts and dates of payment.
- Alimony paid or received. Provide total amount and the name and Social Security number of any individual(s) to whom you paid alimony.
- 1099-R, pension and annuity income.
- Railroad retirement Tier I and Tier II income statements.
- If part-year resident of any state, provide the dates you moved from the old state to the new state.
- Provide job-related moving expenses if move was greater than 50 miles from old residence and/or work. We will contact you for further details.
- Clergy income and housing allowances.
- Medical expenses incurred by you for you, your spouse, or your dependents that you paid for out of your own funds and were not reimbursed for by your insurance company or others. Include medical insurance premiums deducted from wages.
- Detailed information on charitable contributions, charitable miles, employee business expenses (must be required as a condition of your employment), safety deposit box and gambling income and expenses for the year.
- Overnight truck drivers must provide detailed records. Include the names of metropolitan areas traveled to and dates of travel.
- Any form that comes in an envelope marked "Do Not Throw Away, Important Tax Document."
WE WILL NEED THE ORIGINAL FEDERAL AND STATE COPIES OF ANY MULTIPLE PART FORMS, SUCH AS W-2'S and 1099-R'S, WHICH SHOW INCOME TAX HAS BEEN WITHHELD. WE ARE REQUIRED BY LAW TO KEEP THOSE FORMS IN OUR FILES ALONG WITH A COPY OF YOUR TAX RETURN. BE SURE TO KEEP THE EMPOYEE COPY FOR YOUR RECORDS.
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