Tax Check List:

Be Prepared!
Below is a quick check list for you to reference in order to prepare for your scheduled appointment. You MUST have an appointment. This assures we are prepared to offer you the best of our services, and give you our full attention.

For a more comprehensive list, please download this Tax Check List PDF file.

tax_check_list.pdf
File Size:	146 kb
File Type:	pdf

Download File

---

Overwhelmed? Download this  tax organizer to be completely prepared for your Tax Appointment. It will take you step-by-step to assure you have everything you need.

individual_taxpayer_organizer.pdf
File Size:	232 kb
File Type:	pdf

Download File

---

• Personal Data
  • Social Security Numbers (Including spouse and children)
  • Valid Driver's License or State issued ID
  • Child Care Provider: Name, address, Tax ID or Social Security Number
   Income
  • W-2 Wages
  • Unemployment Compensation
  • Economic Impact Payments (Stimulus Check Amounts)
  • Miscellaneous Income (1099-MISC/1099-NEC)
    
  • Pension/Retirement (1099-R)
    
   Homeowner/Renter Info
  •  Mortgage Interest Paid
  •  Real Estate Taxes Paid
  •  Rent Paid - Must Include Landlord Name and Address
    
  Financial Assets
  • Interest Income Statement
    
  • Dividend Income Statement
  • IRA/Roth Contributions
  • Health Savings Account - (1099-SA)
  • Stock Broker Transaction Summary - (Consolidated 1099 Year-end statement)
    
  • K-1 Forms
   Financial Liabilities
  • Student Loan Interest
  • 1099-C - Consolidated Debt form
  Automobile
  • Excise Tax paid (Located on your registration)
  • Mileage Log - if used for business
  Expenses
  
• Gifts/Donations to Charity
• Out-of-Pocket Medical Expenses
• Child Care Expenses
• Self Employment Expenses [Itemized and totaled]
  
• Estimated Payments - Dates and amounts paid
  
• All Income/Sales
• 1099-MISC/NEC forms
• Merchant Sales forms (1099-K)
• Expense Receipt Summary - Broken out, totaled and categorized - No shoe-boxes please