CHECKLIST OF ITEMS TO BRING FOR YOUR TAX APPOINTMENT

1.   ALL copies of ALL of your W-2s.

2.  Statements from any States that issued you a tax refund last year or sent you a bill for any additional taxes.

3.  All IRS Form 1099 (or substitute) Statements showing interest, dividends and other income.  Remember, the IRS gets copies of these statements directly from the issuer and we will eventually have to file an amended tax return if any items are omitted from your original tax return.

4.  Unemployment Compensation Statements, if any.

5.  Brokerage Statements showing any stock or bond sales, dividends and distributions.

6   6.   IRS Form K-1 and any information you received from any Partnership, LLC or Subchapter-S           Corporation in which you own or owned an interest.

7.  Escrow Statements (HUD-1) IF you re-financed your home or second mortgage.

8.  IRS Form 1098 (or substitute) Statements plus Bank/Mortgage Company Statement(s) showing interest and property tax paid. 

9.  Interest on student loans. 

10.  1098T and a list of any other college expenses, especially if you are making withdrawals from an IRA to pay for the expenses.

11.  Child Care expenses for working couples or individuals.  The name, address, SS# or EIN of the person or business performing the child care service is required.

12.  Office-in-Home expenses have been expanded.  NEEDED:  The total square footage of your residence and the square footage of space devoted to office use.

13.  A signed copy of the enclosed 2013 Tax Return Engagement Letter (enclosed).