• All of your W-2’s
• 1099’s (miscellaneous income, social security, annuities)
• Interest paid to banks, and mortgage companies
• Interest earned from banks (this includes bonus amounts received as a promotion for opening a new bank account)
• Stock and dividend information from stock brokers
• K-1’s from Partnerships and s-corporations
• New clients: please bring LAST YEAR’S FILED RETURN BOTH STATE AND FEDERAL
• Date of birth for every person on the return
• New dependents date of birth and social security number (that are not included on previous tax returns)
• Bring anything you have that may be work or tax related
• Childcare expenses paid
• HSA contribution and distribution documents
• All notices received by both the state and federal government that have not been resolved

What you need if for the home office deduction:

• Mortgage interest, or rent paid
• All utilities paid
• Homeowners, or renters insurance
• Fair Market Value of the home
• Date home office was placed in service
• Total square footage of your home
• Total square footage of the area used as your office space including basement and garage storage areas
• PMI insurance paid

Auto, this applies to business travel Jan. 1 – Dec. 31. (beginning and ending odometer reading)

• Insurance
• BMV papers
• Repairs
• Gas
• AAA
• Auto lease
• Travel log. Where, when, who, and how many miles?
• Oil changes, tires, upkeep

Other things you’ll need to get together:

• Charitable contributions, cash and non-cash receipts. All contributions require a receipt according to the IRS, there is no dollar limit on the this, meaning ANY donation including a $1 donation now requires a receipt. Contributions over $250 made in one isolated event require their own detailed receipt
• Non cash contributions over $500 combined total to all organizations will require you to break out the items donated to each organization; therefore, you will need to provide the name and full address of each organization and the fair market value of the items donated, detailed using an IRS approved donation valuation table. This table can be found on several websites.
• Medical insurance premiums, NOT paid for with pre-tax dollars
• Moving expenses (anything over 50 miles)
• Out of pocket medical expenses, be sure NOT to include medical expenses paid for with pre-tax money
• Charitable miles driven

Did you pay rent for a home or apartment?

• Who did you pay? Landlord's full name and address including the zip code.
• How much per month?
• How many months?

This list may or may not be an all inclusive list needed to complete your tax return accurately. A private consultation is always recommend in an effort to make sure your return is completed as accurately as possible. In addition, returns prepared early in the year (prior to February 15th) face the risk of missing information. There will be an extra charge to amend the return assuming all information was not providing during the initial preparation of the return.