Tax Return Preparation Information

Income

  • W-2s from all employers that you/your spouse or children worked during the year
  • 1099-INT from banks for the interest income from banks or credit unions
  • 1099-DIV for dividends received from Banks, credit unions or brokers
  • 1099-B: If you sold or purchased any stocks during the year
  • 1099-G: if you received unemployment compensation during the year
  • 1099-S: If you received social security during the year
  • Any other tax document related to your income

 

Dependents

  • Existing clients – name, social security number and date of birth of new dependent/s.  Bring social security card/s with you at the time of appointment.

 

  • New Clients: name, social security number and date of birth of all dependents.  Bring social security card/s with you at the time of appointment. Need date of birth of you and your spouse (if married).

 

Homeowners

  • Form 1098: Mortgage statements from all lenders for the interest paid
  • Escrow closing statements, if you refinanced, purchased or sold your house
  • Property tax bills and checks to show how much property tax you paid
  • DMV fees paid for the vehicles that you own
  • If you purchased a new vehicle during the year, bring a copy of the bill of sale

 

Landlords

  • Year-end statement of income and expenses from property management company
  • Rental income information – 1099-Misc if you received any
  • List of expenses for the property – Separate major improvements from regular expenses.  Expenses may include repairs and insurance etc. If you own multiple properties, please list expenses of each property on a separate page.
  • Form 1098: Mortgage statement from all lenders for the interest paid
  • Escrow closing statement if you refinanced, purchased or sold your property
  • Property tax bills and checks to show how much property tax you paid

 

Business Owners

  • Statement of income and expenses – call us for further details

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