Information needed to prepare your return…
Please print and fill out the following forms:
This is meant to serve only as a guide for gathering and organizing your paperwork. It is important that you discuss your specific situation with your own tax advisor.
- Copy of last year’s return ( if you are a new client) and any changes such as:
- address
- marital status
- dependents - All W-2 forms (wages) and/or 1099 Forms such as:
- Interest and dividends
- Annuities or pensions
- State tax refunds
- Unemployment compensation
- Social Security benefits received
- Commissions or rents - Copies of returns (K-1′s) for partnerships, joint ventures, S-Corporations, estates or trusts
- If itemizing:
Amount of medical expenses paid including:
- Health Insurance premiums if not pre-taxed from your employment
- Doctor or hospital co-pays
- Prescription drugs (non prescription health supplements do not qualify)
- Vision care, eyeglasses, contact lenses and solutions
- Mileage back and forth to doctors or hospitals