New Clients
- Previous Tax Return
- Social Security Number
- Full Name
- Date of Birth
Children and Other Dependents
- Full Name(s)
- Social Security
- Number(s)
- Birth-date(s)
- Income(s)
- Child Care Expenses & Provider Information
List of Income
- W-2 Forms
- Interest Income
- Lottery or Gambling Winnings
- Commissions Received/Paid
- Social Security income
Rentals - Income/Expenses
- Alimony Paid/Received
1099 Forms
- Self-Employment
- Business/Farm Income and Expenses
- Pension, retirement income
- Unemployment income
- Canceled Debt Amount
- Interest and Divided income
- Statements on the sales of stocks or bonds
- Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount
1098 Forms
- Mortgage or home equity loan interest paid
- Tuition and Education Fees
- Student loan interest
Medical & Dental Expenses
- Insurance Policies [Not Compensated By Insurance]
- Insurance Company Information
- Prescriptions Drugs & Insulin
- Medical Equipment & Supplies
Transportation - Miles driven back and forth from hospital and/or doctor
- Parking & Ambulances & Bus Fare
Contributions
- Charity cash and non-Cash
- Charity Organization Name
- Donation Date
- Items Donated
- Market Value
- Miles driven back and forth to charitable organization
- Travel expenses for the charity
Taxes
- Previous year Federal and State tax return
- Real estate taxes on your property
- AD Valorem taxes
Interest Expenses
- Bank or Mortgage Company Name & Amount Paid
- Home equity loan
- Home improvement loan
- Home mortgage paid to individual
Miscellaneous Expenses
- Union Dues/Working Dues
- Tax Preparation Fees
- Safe Deposit Box
- Tools/Job Supplies
- Safety Equipment
- Uniforms [Cost/Professional Cleaning]
- Job Related Phone Expenses – Long Distance,
- Call Waiting, Call Forwarding
- Professional Dues/Licenses
- Malpractice Insurance
- Job Seeking Expenses – Resumes, Postage, Copies, Miles
- Gambling Losses to the Extent of Winnings
