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BEFORE YOU START

Tax Checklist

PERSONAL INFORMATION

  •   SOCIAL SECURITY NUMBER LAST 4 DIGITS

  • DOB OF EVERYONE ON RETURN

  • DRIVERS LICENSE INFORMATION

  • BANK ACCOUNT INFRORMATION

  • COPY OF PRIOR YEAR RETURN

INCOME / INVESTMENTS

  •   W-2, 1099-MISC

  • STOCK INVESTMENTS

  • IRA/401K CONTRIBUTION

  • OTHER INCOME & BENEFITS

DEDUCTION /
CREDITS

  • CHILDCARE EXPENSES

  • 1098T- COLLEGE CREDIT

  • MEDICIAL/ DENTAL EXPENSES

  • HEALTH INSURANCE PAYMENTS

  • MORTAGE INTEREST

BUSINESS OWNER

  • BUSINESS INFORMATION/ TAX ID

  • BUSINESS INCOME / FORM 1099

  • BUSINESS RELATED EXPENSES, RECEIPTS AND DOCUMENTATION

  • MILEAGE LOG

  • ALL OTHER SUPPORTING DOCUMENTATION

CONTACT

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