Please Provide the Following for Individual Income Tax Returns

1. Incomes:
   • Form W-2's & Form 1099's
   • Form K-1's
   • Interest Income and Dividend Income—Form 1099-Int's & Form 1099-Div's
   • Rental Property Income information
   • Capital Gain information, for example, stock transaction statement(s).


2. Expenses and Deductions:
   • Mortgage Interest Payment information, including those for refinance
   • Property Tax Payment information, including your primary home, secondary home, and rental property(ies) listed clearly.
   • The name(s), address(es), and Tax ID(s) of the Child Care Provider(s)
   • Retirement Account (IRA) contribution information
   • Rental Property Expense information
   • Investment Expenses and Business Expenses
   • Documents for Medical Expenses
   • Capital Loss information, for example, stock transaction statement(s).
   • Real Estate transaction documents
   • Moving Expenses
   • Tuition for college or university education


3. Others:
   • Tax Forms received IRS and State Taxing Authorities
   • Form 1040 of last year
   • Estimate Tax Payments information
   • The SSNs of yourself, your spouse and your dependents
   • The birth dates of yourself, your spouse, and your dependents

Please collect the above information where applicable. Please contact our staff members or the Accountant for any questions. Thank you!