Client Checklist

In order to prepare the most accurate return we ask that you review our Client Checklist below and bring any and all documents listed that were provided to you.


All new clients should bring in their last filed Federal and State tax returns.


Income/Wage Statements 1099s

  • W-2′s

  • 1099′s

  • Alimony received or paid

  • Commissions received statement

  • Brokerage account year-end statements

  • Stock options sale papers

  • Rental property income and expenses

  • Partnership, S Corp, trusts, or estate yearly statements

  • Pension or retirement income statements

  • Social security income yearly statement

  • Unemployment income yearly statement

  • State income tax refund statement

  • Lottery winnings (and lottery losses, if you have winnings)

  • Car, motor home, and boat registration paperwork

  • Donation receipts

  • IRA contributions

  • Child care expenses and provider information

  • Medical expenses

  • State taxes paid

  • Unreimbursed employment-related expenses

  • Job-related educational expenses

  • Casualty or theft losses

  • Foreign taxes paid

Homeowners

  • Mortgage interest year-end statement

  • Home equity year-end statement

  • Property tax information

  • If you sold your home, purchase information

  • If you purchased a home, closing statement

Businesses

  • Income and expense information

  • Mileage for automobiles

  • Business assets purchased

Students

  • Tuition and education fees

  • Student loan information

  • Grants and scholarship information