| 1) | |
W2's and 1099's |
| 2) | |
Last Year's Tax return. This is very important. |
| 3) |
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Stock Trade / Sale info & Purchase records. |
| 4) |
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Loan and Property Tax information (Home owner's). |
| 5) | |
New dependants? We will need Date of Birth and social security number. |
| 6) | |
Student loan info and payments made for your children's education. |
| 7) |
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Contributions - The IRS requires you keep the receipts and backup for any contributions claimed. |
| 8) | |
Did you donate a car? Bring the information. |
| 9) | |
Did you buy a car? Hybrid car? |
| 10) | |
Did you sell/trade/buy/refinance a home? |
| 11) | |
Buy a second home? |
| 12) | |
Gambling winnings? |
| 13) |
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If you are behind in filing please bring your notices from the IRS and any State Agencies. |
| 14) | |
Inherit money or property? |
| 15) | |
Receive Social Security? |
| 16) | |
Income property? |
| 17) |
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Business related expenses, like mileage etc. |