Client Resources

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This is a helpful list of items needed to prepare an individual tax return. Please contact us if you have any questions about your particular records or situation.

• Name, Address, Tax Identification Number, Phone number and e-mail address (if available)
  
• Filing Status and/or an y changes in status:  Marital Status  (single, married, divorced)  and Dependents (children, adoption, elderly parents)
  
• Income
  

               1) W-2 : received annually from Employer by January 31st
               2) 1099: any income statements of interest paid to you

                      -1009-INT: Interest Income

                      -1099-DIV: Dividend Income

                      -1099-R: Retirement Distribution Income

                      -1099-SSA: Social Security Income

                      -1099-G: Unemployment Compensation

                      -W2-G: Gambling Winnings

• Information regarding Child Tax Credit Payments
  
• Information regarding sale/purchase of property
  
• Rental Property Income
  
• Royalty Income
  
• Self-Employment Income
  
• Individual Retirement Account Deductions and Contributions  ( Traditional vs. Roth)
  
• Health Savings Account-deductions
  
• Medical and Dental expenses
  
• Tax Receipts  (Taxes you have paid other than Federal; Real Estate Taxes (State/City/County); Automobile Ad Valorem Taxes; Estimated Tax Payments (Federal/State); Tax Preparation Fees)
  
• Loan Expenses ( 1098-Mortgage Interest; Points paid on Mortgage Loans; Student Loans)
  
• Charitable Contributions (Cash and donations to Goodwill, etc)
  
• Casualty and Theft Losses
  
• Job related expenses:  (travel, union dues, job education)
  
• Other Expense:                 1) Child or Dependent care expenses                                 
                                                    2) Education expenses                                                          
                                                    3) Safe Deposit Fees

4) Volunteer Expenses (mileage, uniforms)

                                                                      5) Moving Expenses