Here is handy list to help you gather up the information we may need to prepare your taxes:
CLIENT LIST OF THINGS TO BRING
FOR TAX CONSULTATION
PERSONAL:
- Copy of prior year tax return
- Tax Forms for current year: W-2’s, 1099’s, 1098’s, etc.
- If you or any dependents attended college or higher: Student loan Interest & Cost of Tuition
- If any new dependents: need their Name, Social Security Number and Date of Birth
- If you had children in Day Care: Day Care Expense, Person Paid, that person’s address and Social Security Number
- If you sold or purchased a house: Closing Statements
- If you sold Stocks/Bonds: Date of Purchase, Sale Cost and Selling Price
- If itemized deductions: Mortgage Interest, Contributions, Real Estate Taxes, Excise Taxes, Health Insurance and Medical Expense
- Information regarding IRA’s: Contribution or Withdrawals
- If you had a lot of “out-of-pocket” expenses for work (if employed by someone other than self): Amount of expenses
Corporation or Self-Employed:
- Ø Bank Statements
- Ø Quarterly Payroll Reports
- Ø Year End Inventory
- Ø Bills of Sale for Major Equipment Purchases
- Ø If any new loans: need copy of loan papers
- Ø Year End Interest on Loans
- Ø Any Cash Paid Outs
- Ø Mileage on Vehicles