Schedule Your Appointment

Usual Items For Your Tax Appointment

Personal Information

  • Unemployment, state tax refund (1099­G)
  • Gambling Income (W­2G or records of earnings and losses)
  • Amount of any alimony received and ex­-spouse’s name
  • Health care reimbursements (1099­SA or 1099­LTC)
  • Jury Duty records
  • Jury Duty records
  • Hobby income and expenses
  • Prizes and awards
  • 1099­M
  • Schedule K­1
  • Rental Income: Including records of income and expenses and Rental asset information (cost, date placed in service, etc.)

RETIREMENT INCOME

  • 1099­R (Pension/IRA/Annuity Income)
  • 1099­SSA, RRB­1099 (Social Security/RRB Income)
  • Savings and Investments
  • 1099­INT, 1099­OID, or 1099­DIV statements. To report Interest and Dividend income
  • 1099­B or 1099­S statements. To report the sales of stock or other property Dates of acquisition and records of your cost or other basis in the property that you sold

VEHICLE INFORMATION

  • Total miles driven for the year
  • Total business miles for the year other than commuting
  • Amount of parking and tolls paid If you are electing to claim actual expenses, totals of gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

Spouse/Dependent Information

  • Dates of birth and social security numbers
  • Childcare records (including the provider’s ID number) if applicable
  • Income of other adults in your home
  • Form 8332, copies of your divorce decree, or other documents showing that your ex­-spouse is releasing their right to claim a child to you

IRA INFORMATION

  • Amount contributed for tax year being filed and previous year if applicable
  • Traditional IRA Basis
  • Value of IRA’s on Dec 31st of the tax year being filed

EDUCATION EXPENSES

  • Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid 1098­T and 1098­E
  • Scholarships and fellowships

Other Income

  • Dates of birth and social security numbers
  • Childcare records (including the provider’s ID number) if applicable
  • Income of other adults in your home
  • Form 8332, copies of your divorce decree, or other documents showing that your ex­-spouse is releasing their right to claim a child to you

IF YOU WERE AFFECTED BY A FEDERALLY DECLARED DISASTER OR HAD A CASUALTY LOSS (E.I. CAR ACCIDENT WITHOUT FAULT)

  • City and County you lived/worked/had property in
  • Records of rebuilding/repair costs
  • Records to support property losses
  • Insurance reimbursements/claims to be paid
  • FEMA assistance information
  • Check FEMA site to see if my county qualifies for individual assistance