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Social Security cards for primary taxpayer,
spouse and dependents (returning clients do NOT need to bring Social
Security cards for dependents they claimed last year unless the names on
the cards have changed).
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ALL tax documents received, such as W-2's,
1098's, 1099's, etc, plus a list of other
gross income
including
nontaxable income for which you did NOT receive a tax document.
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If you are expecting a refund AND want a
direct deposit, please bring a check if using a checking account, or
routing transit number (RTN) and account number if using a savings
account.
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Photo identification, such as a state issued
driver's license or state identification card.
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Bring in documents showing the amounts of CONTRIBUTIONS
made to a Traditional IRA, Roth IRA, 401(k) plan, 403(b) plan , 457
plan, SARSEP, SEP IRA, SIMPLE plan, other qualified retirement plan, and/or
501(c)(18) plan. Also, bring in copies of your last 3 years of income
tax returns.
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If you sold capital assets such as a home,
stocks, mutual funds, etc., we will need to know the adjusted cost basis
and date of acquisition. Call us for more information.
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If claiming the child and dependent care
credit, we will need the name, complete address, and tax identification
number of the provider. We will also need the dollar amount paid to the
provider.
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If you are itemizing your deductions (not
taking the standard deduction), we will need to know the amount paid for
medical and dental expenses,
taxes,
mortgage interest and points, investment interest, charitable
contributions, casualty and theft losses, unreimbursed
employee expenses,
tax preparation fees, investment expenses, gambling losses BUT only if
you have gambling winnings, etc.
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If you are self-employed / independent
contractor, we will need to know the gross amount of income and your
expenses separated into different
categories. If you
acquired any assets that have a useful life of greater than 1 year, they
might need to be
depreciated. We will need a description of the asset, date placed in
service for business purposes, cost, and business use percentage.
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Any other information you think we may need
to prepare your tax return.
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Copies of income tax returns for years 2004
thru 2006, if we did NOT prepare them.
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