Tax Checklist

Everyone:

• Bank information including routing and account numbers for direct deposit

• Any Internal Revenue Service or Franchise Tax Board correspondence received

• Any other documents you feel may be needed or have questions about

Personal Information: (new clients only) 

• Social Security numbers and birth dates for yourself, spouse and
  dependents

• Address and contact information

• Previous years return

Employment: 

• W-2's from all employers and K-1 forms

Self Employment and Rental Income: 

• Schedule summarizing business or rental income and expenses

• 1099's for earnings of $600 or more

• Home office expenses

Investment Income and forms: 

• Interest and Dividend Income

• Stock and bond sales/Capital gains - include purchase date and
  cost

Other Income: 

• 1099's for unemployment compensation, state tax refunds

• Miscellaneous income (Social Security and Railroad Rebates)

• Gambling income

• Alimony received or paid

Deductions and credit 

• Name, address, phone number and social security or identification number of
  all child care providers, plus amount paid to each

• Moving, Educational expenses, and Student loan interest

• Date and amount of each estimated tax payment

If you Itemize (single $6,100 or Head of Household $8,950 or Married $12,200): 

• Medical Expenses

• 1098 Mortgage interest statements

• DMV Fees and property taxes

• Sales tax on any large items including new vehicles

• Charitable contributions

• Employee expenses/union dues/tax preparation fee