The following is a list of things you should bring with you when meeting with us for the first time. If you have any questions, feel free to contact us by phone or email.
| General Items | |
| If it’s your first year with us, bring a copy of last year’s tax return and copies of social security cards for everyone claimed on the return. | |
| Dates of birth for taxpayer, spouse and children. | |
| Labels, envelopes and forms from taxing authorities. | |
| W-2 forms, 1099’s and any other statements of income such as; | |
| Interest, Dividend and/or Capital Gains Income | |
| Business or Rental Income | |
| IRA, Pension/retirement income | |
| Unemployment Compensation | |
| Social Security Income | |
| Lottery or Gambling winnings | |
| Cancellation of Debt notices | |
| Common Adjustments and Credits | |
| IRA Contributions | |
| Student Loan Interest | |
| Did you buy a Hybrid Vehicle? | |
| Pay any Tuition for yourself or a dependent? | |
| Are you a Teacher? | |
| Pay for Child Care or Senior Care? | |
| Did you move this year? | |
| Did you put in a new furnace, insulation or other energy saving improvements? | |
| Do you Pay Alimony to anyone? | |
| Common Personal Deductions | |
| Medical Expenses: | |
| Medical Insurance premiums that YOU paid – health, vision, dental, cancer insurance policies | |
| Doctors, Dentist, Hospitals, Co-Pays, Deductibles paid during year | |
| Prescriptions | |
| Med. Supplies & Equipment – Eyeglasses, Dentures, Crutches, Hearing Aides, etc. | |
| Long Term Care Premiums | |
| Mileage back and forth to the doctor, dentist, etc. | |
| Parking for Doctor, dentist, etc. | |
| Taxes: | |
| Property Taxes – your home, camp, land, etc. PAID during the year | |
| Sales Taxes – Did you buy a vehicle or make any large purchases (more than $5,000)? | |
| Personal Property Tax | |
| Interest: | |
| Mortgage Interest – all mortgages & home equity loans | |
| (if you paid one off during the year make sure you get the interest paid on that one too) | |
| Points paid on the purchase of a home (bring the settlement sheet) | |
| Investment Interest paid | |
| Charitable Contributions | |
| Checks and cash paid to registered charities & churches (you must have documentation) | |
| “Other than Cash” – clothing and furniture donated | |
| (you MUST have an appraisal for all donations made after 8/17/06) | |
| Casualty & Theft Losses | |
| Any Fire or Theft Losses of more than $1,000 that were not covered by insurance? | |
| Job Expenses | |
| Union Dues | |
| Uniforms & Uniform Maintenance | |
| Continuing Education | |
| Book, Reference Manuals, etc. | |
| Tools, Equipment, Supplies | |
| Safety Shoes & Clothing | |
| Mileage (to 2nd location or Job) | |
| Unreimbursed travel expenses (Lodging, Meals, travel) | |
| Miscellaneous deductions | |
| Tax Preparation Fees | |