If you have any of the items listed below available, bring them to your tax interview and let us prepare your income tax return that results in an accurate return.  THE DEADLINE FOR INDIVIDUAL RETURNS IS APRIL 15.

Click the following links for downloadable Checklists

TAX ORGANIZER
GENERAL CHECKLIST
SELF EMPLOYED/BUSINESS/1099
RENTAL PROPERTY
MEDICAL PROFESSIONALS
REAL ESTATE PROFESSIONALS
OUTSIDE SALES
TEACHERS AND EDUCATIONAL PROFESSIONALS
LAW ENFORCEMENT AND SECURITY PROFESSIONALS
BUSINESS PROFESSIONALS
PERFORMING ARTISTS
CHILD CARE PROVIDERS

• • Social Security Card(s)
  • Dependents’ Social Security Numbers Dates of Birth
  • Last Year's Federal and State Tax Returns
  • Wage Statements - Form W-2
  • Pension or Retirement Income - Form 1099-R
  • Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
  • State Income Tax Refund Amount - Form 1099-G
  • Social Security Income - Form SSA-1099
  • Unemployment Income - Form 1099-G
  • Information on sales of Stocks or Bonds - Form 1099-B
  • Self-Employed Business Income & Expenses - Form 1099-MISC
  • Lottery or Gambling Winnings - Form W-2G
  • Income and Expenses From Rentals
  • Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
  • IRA Contributions
  • Alimony Paid or Received
  • Child Care Expenses & Provider Information
  • Medical, Eye Care, and Dental Expenses
  • Cash and Noncash Charitable Donations  
  • Record of purchase, sale or refinance of Residence
  • Mortgage or Home Equity Loan Interest Paid - Form 1098
  • Real Estate and Personal Property Taxes Paid
  • State or Local Sales Taxes Paid
  • Unreimbursed Employment-Related Expenses
  • Job-Related Educational Expenses
  • Educator Expenses
  • Tuition and Education Fees - Form 1098-T
  • Student Loan Interest - Form 1098-E
  • Casualty or Theft Losses
  • Estimated Tax Payments