What To Bring To Your Appointment

  • W-2’s
  • 1099’s (1099-R, 1099-Div, 1099-Int, 1099-B, 1099-Misc)

Adjustments to Income

  • IRA/Profit Sharing/Pension Plan Contributions
  • Educational Expenses (1099-T from educational institution and book expense)
  • Alimony Paid (along with ex-spouse social security number)
  • Student Loan Interest

 Schedule A – Itemized Deductions

  • Mortgage Interest Statements
  • Real Estate Taxes
  • Medical Insurance Paid
  • Medical Bills Paid/Medical Miles Drive/RX
  • Contributions – Both cash & non-cash (clothing, etc.)
  • Moving and Job Search Expenses

 Schedule B & D – Interest & Dividends

  • Statements from Banks and Investment  Companies
  • Capital Gains/Losses (1099-B)
  • Stock Purchases and Sales

 Schedule C – Self Employment Income & Expenses

  • All Income Generated from Business
  • Expenses From Business:
    • Cost of Goods Sold (materials)
    • Vehicle Expenses (including mileage)
    • All Equipment Purchases (including loan doc’s if necessary)
    • Payroll and/or Outside Labor Costs
    • Meals/Travel/Entertainment Expenses
    • Membership/Dues
    • Bank/Interest/Finance Charges
    • Repairs
    • Utilities/Telephone/Internet
    • Other Misc. Business Expenses (not listed above)

 Dependent Expenses

  • Child Care Expenses (including day-care provider name, address, telephone number, social security number or tax id number, and amount paid per child for the tax year)
  • Dependent Medical Expenses
  • Adoption Expenses

What To Bring To Your Appointment

  • W-2’s
  • 1099’s (1099-R, 1099-Div, 1099-Int, 1099-B, 1099-Misc)

Adjustments to Income

  • IRA/Profit Sharing/Pension Plan Contributions
  • Educational Expenses (1099-T from educational institution and book expense)
  • Alimony Paid (along with ex-spouse social security number)
  • Student Loan Interest

 Schedule A – Itemized Deductions

  • Mortgage Interest Statements
  • Real Estate Taxes
  • Medical Insurance Paid
  • Medical Bills Paid/Medical Miles Drive/RX
  • Contributions – Both cash & non-cash (clothing, etc.)
  • Moving and Job Search Expenses

 Schedule B & D – Interest & Dividends

  • Statements from Banks and Investment  Companies
  • Capital Gains/Losses (1099-B)
  • Stock Purchases and Sales

 Schedule C – Self Employment Income & Expenses

  • All Income Generated from Business
  • Expenses From Business:
    • Cost of Goods Sold (materials)
    • Vehicle Expenses (including mileage)
    • All Equipment Purchases (including loan doc’s if necessary)
    • Payroll and/or Outside Labor Costs
    • Meals/Travel/Entertainment Expenses
    • Membership/Dues
    • Bank/Interest/Finance Charges
    • Repairs
    • Utilities/Telephone/Internet
    • Other Misc. Business Expenses (not listed above)

 Dependent Expenses

  • Child Care Expenses (including day-care provider name, address, telephone number, social security number or tax id number, and amount paid per child for the tax year)
  • Dependent Medical Expenses
  • Adoption Expenses