Bring these items if you have them. The only documents we need to see are W-2's and any 1099's reporting retirement distributions, dividends, gambling winnings, etc. We welcome category totals of other items, as we assume you are honest. It is your responsibility to prove the deductions if you were ever audited, but we will gladly represent you if you have evidence of your deductions.
First Visit Only
Copies of last 3 tax returns. (Not required, but helpful). Used to determine carry forward items such as depreciation.
Names, Social Security Numbers & Dates of Birth for taxpayers and all dependants.
For Your 1040
Interest Earned
Alimony Received
Capital gain or loss details
Details of all Stock Transactions
Unemployment received
Social Security received
Other Income (lottery winnings, jury pay)
Personal expenses for teaching supplies (if a teacher)
Contributions to your IRA, SEP or other plan.
Student Loan Interest Paid
Tuition and Fees for higher education
Moving Expenses if over 50 miles and work related
Health Insurance Premiums Paid
Alimony Paid and recipent's SSN
Dependent Care Providor's I.D. and Amount Paid
Adoption Expenses
Details of Estimated Taxes Paid
Itemized Personal Deductions
Medical expenses you paid
State and local income taxes withheld or paid
Property Taxes on home and personal real estate
Other Taxes (vehicle excise, etc.)
Home Mortgage interest
Investment interest
Tithes, offerings and donations
Tax Prep fees paid last year
Employee business expense (see section below)
Safe deposit box fees
Gambling losses (can't exceed winnings)
Self-Employment Income & Expense
Total sales or money paid to you
Refunds you paid to customers
Your cost of items bought to resell
Helpers you paid
Advertising Expenses
Car & Truck expenses (miles driven for business)
Parking fees & tolls
Commissions or fees paid to others
Contract labor (if not included earlier)
Tools & equipment bought or sold during year
Insurance paid for business
Health insurance (list separately from business insurance)
Mortgage interest on business property
Interest on loans or credit cards used for business
Interest paid on car used for business
Legal & professional fees paid including tax prep
Office supplies & postage
Rent paid for offices, warehouses, equipment or tools
Repairs & maintenance - list auto repair separately
Supplies used but not sold (packaging)
Taxes including payroll, business property, etc.
Licenses and license renewal fees
Travel (away overnight for business)
Motels, rental cars, airfare
Meals with clients, prospects or staff
Food for sales events
Utilities for business location other than home
Wages paid to your employees
Telephone & yellow pages ads
Cell phone
Internet service provider
Bank service & check printing
Merchant service fees
Continuing education and skill building aids
Conferences & seminars
Home Office Expense
Size of your home in sq. ft.
Sq. ft. of space used only for business
Hours / year if used for day care
Date you started using home for business
Amount paid for home
All utility cost except home phone
Repairs to home
Improvements to business area only
Rent paid on home
Renters insurance
Mortgage interest
Property tax
Home owner's insurance
Rental Income & Expense
Detail each property separately
Purchase details of each property
Purchase details of appliances & carpets
Rent received
Security deposits received
Advertising expense
Auto expense to service property (miles driven)
Cleaning and maintenance including make ready
Commissions and finder's fees paid
Insurance expense
Legal fees - contracts, evictions, etc.
Professional fees - tax prep, inspections, etc.
Management fees
Mortgage interest paid
Interest on loans or credit cards for rental
Repairs
Supplies
Property taxes
Business personal property taxes
Utilities paid
Travel expense if away from home overnight
Seminars & workshops
Bank service fees
Internet service providor
Tools or equipment used for rentals
Cell phone if used for rental
Meals while away to service property
Employee Business Expense
(Employment expenses of wage earners)
Miles your car driven for employer
Training & education
Licenses and renewals
Manditory physicals and drug tests
Uniforms & manditory clothing
Employer mandated cosmetics and manicures
Total expense reimbursement from employer
This is a general list that will not fit every situation. Please call or e-mail with any questions. We are committed to making your taxes as easy as possible. That's the BOTTOM LINE!