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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

McLeod | Ascanio, 15 Sky View Drive, Suite 101 Cumberland Foreside, ME 04110, Phone: (207) 878-2727 | Copyright © 2006-2007 McLeod, Ascanio & Company | Privacy Policy