This is a list of the most common items we'll need to finish your returns. We'll call you if we need anything else. (You don't need to return this to us; unless you make notes we should be aware of)
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Completed Client Questionnaire |
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All return packets or mailing labels sent to you by the various taxing agencies All W-2's |
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All 1099 forms received confirming income from interest, dividends, retirement, Social Security, disability, unemployment, gambling winnings, etc. |
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All income information for children if you want us to prepare any required returns |
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Year-end statement of mortgage interest (Form 1098), escrow activity avid balance on mortgage or home equity loans and real estate taxes paid |
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Total of charitable contributions, and details for any noncash contributions over $500 |
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Copies of all LLC, Partnership or S-Corporation K-i's (send separately later if everything else is ready, and let us know it's coming) |
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If you bought, sold or refinanced real estate, then a closing statement for each transaction |
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If you sold any shares of mutual funds and basis information is not provided by the broker, detail all activity in the funds sold from original purchase date through date-of-sale date (year-end summary statements are ideal) |
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If you are claiming auto mileage as a deduction for business, rental properties or unreimbursed employee expenses, we need to know: total miles, commuting miles, and business miles driven for the year |
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If you lease your car or are deducting actual expenses, please also provide: original value of the car (what you could have bought it for) and date of lease, and all expenses for lease payments, gas, car washes, licenses, insurance, tires, repairs, etc. |
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Copies of any federal, state or local tax correspondence during the year, including all payments made or refunds received. |
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All legal documents for formation, sale or purchase of a business during the year |
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All legal documents for divorce decrees |
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Voided check for account where refunds should be direct deposited (optional) |
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Signed Engagement Letter |
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New clients: copies of prior federal, state and local returns and depreciation schedules if applicable (at least one year, preferably three) |
