Tax Preparation Checklist

In order to prepare your taxes and make sure you are being refunded the entire amount owed to you, or paying only what you need to pay, we need all of your income and expense information. Below is a handy checklist for you to use in gathering all of the items required to prepare your taxes properly.

For You and Your Household

I. Income:

	(    ) 	LAST TWO YEARS OF INCOME TAX RETURNS

	(    )	W-2's for all wage earners
	(    )	W-2 G For gambling winnings
	(    ) 	IRS Letters for any prior tax issues
	(    )	1099's for commission income
	(    ) 	1099 C's
	(    ) 	1099's for Bank Interest, Stocks and Dividends
	(    ) 	1099R's for Rollovers
	(    ) 	Royalty Income
	(    ) 	Rental Income
	(    ) 	Sale of Real Estate (HUD 1)
	(    ) 	Stocks and Bonds sold
	(    )  Other income:____________________________

II. Deductions:

	(   ) Educator expenses 		(   ) Student interest/College Info
	(   ) IRA Contributions 		(   ) Mortgage interest (1098)
	(   ) Medical insurance 		(   ) Medical expenses/miles
	(   ) State taxes/sales taxes paid 	(   ) Real estate taxes paid
	(   ) Auto registration expenses 	(   ) Charitable donations
	(   ) Thefts or losses 			(   ) Safety deposit box fees
	(   ) Brokerage fees paid 		(   ) Legal and professional fees
	(   ) Gambling losses 			(   ) Employee expenses

	(   ) Other Deductions_____________________________________

For You and Your Business:

I. Income & Expenses:

	(    )   LAST TWO YEARS OF INCOME TAX RETURNS
	(    )   1099 Income
	(    )   All other income
	(    )   Expenses
	(    )   Mileage Logs
	(    )   Profit and Loss Statements
	(    )   Any IRS Communications
	(    )   Balance Sheets
	(    )   Auto & Truck information
	(    )   Schedule of all business assets, depreciation schedules
	(    )   Payroll reports, IRS Form 940, and 941 all periods
	(    )   State Sales Tax Returns (if applicable to your state)