Please go through the checklist and provide as much documents you can, even if you don't think you require it. The more documents you provide, the better we can help. But don't worry, if you missed something, we'll be able to consult you to once you have sit-down with one of our tax consultant. Demographic Info:

Picture ID, Social Security CD, Birth Certificates for all of your Qualified Dependents and a must Proof of Relationship As well their Social Security Cards and Proof of Residency (a letter from School, Doctor, Landlord, or a House Lease showing them on the lease letter; you must have taken care of them for 6 or more months of the years to qualify them to your dependents.

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Automobile

·         Personal property tax information

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Employment & Income Information

·         W-2 forms

·         Unemployment compensation (Form 1099-G)

·         Miscellaneous income, including rent (Form 1099-MISC)

·         Partnership, S Corporation, & trust income (Schedules K-1)

·         Pensions and annuities (Forms 1099-R)

·         Social Security/RR1 benefits (Forms RRB-1099)

·         Alimony received

·         Jury duty pay

·         Gambling and lottery winnings (Forms W-2G)

·         Prizes and awards

·         Scholarships and fellowships

·         State and local income tax refunds (Form 1099-G)

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Financial Assets

·         Interest income statements (Form 1099-INT & 1099-OID)

·         Dividend income statements (Form 1099-DIV)

·         Proceeds from broker transactions (Form 1099-B)

·         Retirement plan distribution (Form 1099-R)

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Financial Liabilities

·         Auto loans and leases if vehicle used for business - account numbers and car values

·         Student loan interest paid (Form 1098T)

·         Early withdrawal penalties on CDs and other time deposits

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Homeowner/Renter Information

·         Residential address for the current tax year

·         Mortgage interest (Form 1098)

·         Sale of your home/real estate (Form 1099-S)

·         Interest on second mortgage

·         Real estate taxes paid

·         Rent paid during tax year

·         Moving expenses

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Miscellaneous Tax Documents

·         Federal, state & local estimated income tax paid for current year (estimated tax vouchers, cancelled checks & personal payment records)

·         IRA, Keogh and other retirement plan contributions (distinguish between self and employees)

·         Records to document medical expenses

·         Records to document casualty or theft losses

·         Records for any other expenditure that may be deductible

·         Records for any other revenue or sales of property that may be taxable or reportable

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Personal/Business Expenses

·         Gifts to charity (qualified written statement from charity for any single donations in excess of $250)

·         Non-reimbursed expenses related to volunteer work

·         Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)

·         Investment expenses

·         Job-hunting expenses

·         Job-related education expenses

·         Child care expenses

·         Medical Savings Accounts

·         Adoption expenses

·         Alimony paid

·         Tax return preparation expenses and fees from prior years

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Personal Information

·         Social Security Numbers of all family members including spouse and  children

·         Childcare provider information including name, address, and tax identification number or social security number

·         Any alimony paid and the social security number of ex-spouse

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Self-employment Data

·         Business income (Form 1099-MISC and/or personal records)

·         Partnership SE income (Schedule K-1)

·         Business-related expenses (receipts, other documents & personal records)

·         Farm-related expenses (receipts, other documents & personal records)

·         Employment taxes & other business taxes paid for current year (personal records)