Tax Preparation - Our First Meeting
Tax returns for the last two years. We review them for consistency, verify continuity of information, and we will need them to file amended returns, if required. Your prior returns are reviewed at no cost to you. Amended returns will be prepared only after the options have been explained to you.
Names, dates of birth, and social security numbers of all participants and dependents.
All official tax documents showing wages (W-2s); interest and dividends (1099s); year-end investment statements, including sales of stocks and mutual funds; other income items such as K-1s.
Child care information: Name, address, year-end receipt, and EIN # of the provider(s).
If you are self-employed, list of income and expenses, along with depreciation history of any and all assets.
If you have any rental income, list of income and expenses of each property along with depreciation history of each asset.
List of itemized deductions:
Actual real estate tax receipts that have been marked "paid" by the tax collector (especially if eligible for property tax rebate)
Proof of all monetary charitable contributions and donated items
All medical expenses including insurance, co-pays, medical devices and prescriptions
Mortgage Interest Statements
The settlement sheets on any real estate transactions.
If any estimated tax payments were made during the year, please include an itemized list of the date paid, the amount paid, and the tax authority.
College tuition and student loan interest payments.
If in doubt, bring it along.
