Checklist

 

    What to bring to your Tax Preparation Appointment

 

1. W-2's

 

2. Record of other income (1099's)

    -Interest and dividends from savings accounts, money

markets, mutual funds, stocks, bonds etc.

    -non-employee compensation, unemployment compensation

 

3. Copy of the purchase and sale of stocks, bonds and

   mutual funds.  Your cost   of items sold.

 

4. Business income and expenses and business miles Organized.  Questions??__Call Us!

 

5. Rental property income and expenses business miles Organized.  Questions??__Call Us!

 

6. Copies of K-1’s  (Partnership , S-Corporations and Estates)

 

7. Pensions received and/or IRA contributions made.

8. Itemized deductions

   -Real estate taxes

   -

   -Personal property (auto) taxes

   -interest on other loans, separated

   -casualty losses

   -tax preparation fee for tax return

   -safety deposit box fee

   -employee business expenses, unreimbursed travel,  - business miles Organized.  Questions??__Call Us! 

   -entertainment, meals, auto expense & miles, etc.

    -moving expenses

            Tuition expense

    HOME ENERGY COST WINDOWS-DOORS-INSULATION- NEW FURNACE

 

9. Child care expense (including provider's number) & college expense

 

 

11. Federal and State tax forms mailed to you

 

12. House sale closing papers for purchase and sale of old

residence, purchase of new residence and improvements

to residence

13. Any other income, deductions, questions or concerns    

    that you have.

 

Finally Your Financial Statements (Investments, IRA, 401k, Policies) for review

 

To save time and tax preparation expense, please summarize

items above where possible.

 

We Scan

 

 

 

1.  Document OUT of envelopes

2.  Unfolded

3.  Lay flat (order not important)

4.  No staples, paperclips etc