business

TAX TOOLS

What do you need to bring in your first appointment?

PERSONAL INFORMATION FOR EACH FAMILY MEMBER

  • Name
  • Date of Birth
  • Social Security Card /ITIN
  • Last Year’s Tax Return
  • Valid Driver’s License

INDIVIDUAL

  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Child Care Provider: Name/Address and EIN

DEDUCTION

  • Personal Property taxes
  • Charitable contributions
  • Employee business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Expenses
  • Higher Education Expenses
  • Pension Income (1099-R)
  • Educator Expenses
  • Medical Expenses

HOME OWNERS

  • Mortgages Interest (1098)
  • Real State Taxes
  • Employee business Expenses
  • Gambling Losses
  • Insurance
  • Rental Income and Expenses
  • HUD (First Time Home Buyers)

BUSINESS

    Profit & Loss Statement or

  • Miscellaneous Income (1099-MISC)
  • Bank Statements
  • Business Expenses