What to Bring to Your Appointment

Mortgage Interest Statements

Real Estate Taxes

Medical Insurance Paid

Medical Bills Paid / Medical Miles Driven / RX

Contributions  -  Both cash and non-cash (clothing, etc)

Moving and Job Search Expenses

IRA / Profit Sharing / Pension Plan Contributions

Educational Expenses—Tuition only

Alimony Paid (along with ex-spouse social security number)

 

 

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

                 Office Expenses

                 Meals / Travel / Entertainment Expenses

                 Memberships / Dues

                 Bank / Interest / Finance Charges

                 Repairs

                 Utilities / Telephone / Internet

                 Other Misc Business Expenses not listed above

W-2’s

1099’s

Statements from Banks and Investment Companies

Capital Gains /  Losses

Stock Purchases and Sales

 

Schedule A— Itemized Deductions

Wage Statements and 1099’s

Adjustments to Income

Schedule B & D- Interest & Dividends

Schedule C—Self Employment Income & Expenses

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 Care Expenses

Adoption Expenses