Whether you are a current or new client, we have prepared the following list of things we may need
from you to assist us in preparing your tax return properly and efficiently. Remember you can email
them to us, drop them off, fax them over, mail them in, or upload them on our website here:
Information we may need:
1. Personal information
‐ Copy of your prior year tax return (not needed if you are a current client)
‐ Date of birth & Social Security numbers for you, spouse, and your dependents (not needed if you are a
current client or provide a copy of your prior year return with that information)
‐ Current address (not needed for current clients but please advise us of any changes)
‐ Contact information – phone, email (not needed for current clients but please advise us of any changes)
‐ W‐2 Forms – Employment income
‐ 1099‐MISC Forms ‐ Self‐employment income or other income
‐ 1099‐INT Forms – Interest income
‐ 1099‐DIV Forms – Dividend income
‐ 1099‐B Forms – From brokerage showing trades in stocks and bonds
‐ Schedule K‐1 Forms ‐ Income(loss) from a partnership, S Corp or Trust. If you need any of these tax
returns prepared please let us know
‐ 1099‐SSA Forms ‐ Social Security benefits
‐ 1099‐R Forms – Retirement distributions
‐ Alimony income
‐ Rental income. As well as categorized expenses. See Business documents below
‐ Investment income not reported on Form 1099‐B
‐ Unemployment benefits
‐ Foreign income
‐ 1098 Form ‐ Mortgage interest
‐ Charitable contributions – Cash and non-cash donations
‐ Medical expenses – Prescriptions, doctors, dentists, etc.
‐ Property taxes (usually reported on 1098 Form)
‐ IRA Contributions
‐ Education expenses related to occupation
‐ Job search expenses
‐ Moving expenses
‐ Daycare or childcare costs
‐ 1098‐T Forms – Qualified tuition expenses
‐ Closing/settlement statements if you bought or sold a home
‐ Estimated tax payments ‐ Federal and state payments including amounts and dates paid
Your deductible expenses may be in the form of a tax form, spreadsheet, bank statement, receipts
and/or other written evidence. Keep in mind, some may show up in the mailbox, and you may need to
account for others. Please provide a copy the tax reporting document where applicable, if no form is
provided a written or typed summary from you is acceptable.
4. Business related items (if self‐employed)
‐ Total income. Might include sales, commission, or rental income
‐ Business expenses summarized into categories. We’ve provided some examples below.
a. Inventory purchases, wages paid, taxes, repairs, advertising, utilities, phone, equipment
purchases and sales, building or land purchases and sales, travel, meals & entertainment, tools,
supplies, office supplies, postage, printing, contracted labor, vehicle purchases, etc.
‐ Business use of personal home or vehicle. For use of home we will need the total square footage of
your home as well as the square footage of the office area. For business use of your vehicle please
provide the total business related miles driven for the year as well as total personal driven on the
‐ Please let us know if you need book‐keeping or accounting help or if you have any questions
about what you might need for your tax return.
If you are missing any documents, we may be able to help you track down the missing information even
without the actual form. If you are missing a W‐2 Form, please ask your employer to send you a copy. If
that’s not possible we can request information from the IRS to see what was reported. If you are
missing a 1099 or 1098 Form, please download a new one from your broker or bank’s website or call
your financial institute and have a new one mailed to you. It might be necessary to use estimates if
some documentation is not available.
As your tax professional and friend we look forward to working with you and hope for your success.
We value the relationship we have built and know that the highest compliment we can receive is a
positive referral from you. We are always looking for new clients and would love to work with your
friends, family, business associates, etc. Feel free to share our contact information for individual and
business tax preparation, IRS help, accounting, audit or other CPA services.
If you have any questions or concerns, please do not hesitate to contact us.