Tax Consultation Checklist

Taxes can be complicated and time consuming.

To process your tax consultation correctly and quickly we have put together a checklist of suggested items.

Please note to also bring EVERYTHING THAT APPLIES to your situation.

Simple Tax return list:

• Driver’s license(s) and Social Security cards for taxpayer and spouse

• Dependents’ Social Security cards and Birthdates

• Death Certificate, if applicable

• Wage Statements – Form W-2(s)

• Pension or Retirement income – Form 1099-R

• Unemployment Income - Form 1099-G

• If you have a copy, last year’s Federal and State Tax Returns

• Self-Employed Business Income and Expenses (expenses should include all costs of running the business including mileage) – Form 1099-Misc.

• Child Care Expenses & Provider Information (Name, address and Employer Identification Number for provider)

Please review the rest of this list to see if anything applies to your tax situation:

• Interest and Dividend Income – Form 1099-INT/Form 1099-DIV

• State Income Tax Refund Amount – Form 1099-G

• Sales of Stocks or Bonds – Form 1099-B

• Social Security Income - SSA-1099

• Lottery or Gambling Winnings – Form W-2G

• Alimony paid and received – If you paid alimony we need the recipient’s Social Security Number.

• Over-The-Road-Truckers – We will need the number of days on road, location and expenses.

• Income and Expenses from Rental properties

• Farm Income & Expenses (including business mileage) - Form 1099-Misc.

• Mortgage, Refinance or Home Equity Loan Interest Paid – Form 1098

• Real Estate Taxes Paid

• Personal Property Taxes paid (e.g. cars and boats)

• Sales Tax Paid

• Medical Expenses paid out-of-pocket (Doctors, Dentists, eye care, prescriptions, hospital, etc.) as well as mileage to/from medical facility

• Charitable mileage

• Cash and Noncash Charitable Donations – If non-cash charitable contributions exceed $500, we need the name, address and Federal Identification Number for the organization receiving the donation.

• Sale of Residence – Closing Documents (e.g. HUD 1 Statement), Form 1099-S

• Un-reimbursed Employment-Related Expenses (including mileage)

• Job-Related Educational Expenses

• Educator Expense – Money spent out-of-pocket as a teacher

• Tuition and Education Fees – Form 1098-T

• Student Loan Interest – Form 1098-E

• Direct Deposit Information – If you want your refund direct deposited, please include your Routing and Account number.

• Adoption Expenses

• Lottery or Gambling Losses

• Casualty/Theft Losses

• Foreign/Other Taxes Paid

• Estimated tax payment amounts (1040 ES) – Please include the dates paid.

• State and Local Tax Payments

• Moving Expenses

• IRA Contributions – Form 5498

• If part-year State resident, we need the following:

• Dates lived in each state

• County or City where you resided in each state

• School district where you resided in each state

• Form 8332 or Divorce decree for noncustodial parent claiming a dependent child

• Multiple Support Document – Form 2120

• Sale of Business Property

• Income and Expenses from Partnerships, S Corporations, Trusts, and Estates – Schedule K1

• Any form that says "Do not throw away, Tax Document"