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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

5. Rental property income and expenses

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

7. Pensions received and/or IRA contributions made.

8. Itemized deductions
-medical expenses
-state income taxes
-real estate taxes
-personal property (auto) taxes
-interest on residential mortgage
-interest on other loans, separated
-contributions- cash and non-cash
-casualty losses
-tax preparation fee for tax return
-safety deposit box fee
-employee business expenses, unreimbursed travel,
-entertainment, meals, auto expense & miles, etc.
-moving expenses

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

10. Your children and dependents social security numbers

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.


To save time and tax preparation expense, please summarize
items above where possible.

 

 

 

 

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