Required Tax Payer Documents

   

Send Email (Email: [email protected])

   

or use the Client Drop Box (upload documents securely)

   

1. Filing status for you and your dependents, please indicate all:

   

Single Married Married Filing Separate Head of Household Qualifying Widow(er); with dependent child

   

2. State their Relationship to Tax Payer and any Income Earned by Dependent.

   

3. Can Taxpayer be Claimed on Another Individual’s Return?

   

4. Dates of birth for Tax Payer and all dependents.

   

5. Previous Years’ Tax Return (Federal, State, and Local If Applicable). (Send both for Tax Payers and Dependents.)

   

Common Documents

   

INCOME

• Wages (W-2)
• State and Local Income Tax Refunds (1099-G)
• unemployment and Other Government Payments
• (1099-G)Interest Income (1099-INT)
• Partnerships & S-Corps (K-1)
• Dividend & Distribution (1099-DIV)
• Retirement (1099-R)
• Miscellaneous Income (1099-MISC)
• Gambling Income (W-2G)
• Scholarships (1098-T)
• Alimony Received

     

DEDUCTIONS

• Mortgage Interest (1098)
• Real Estate Taxes (1098) or Receipt of Payment(s)
• Vehicle and Property Taxes Paid
• Charitable Donations (Cash & Non-Cash Contributions)
• Sales Tax-New Vehicle Purchase
• Medical and Dental Expenses

   

ADJUSTMENTS

• Alimony Paid
• Self-Employed Health Ins Paid (Premiums – Co-pays, Etc.)
• IRA Contributions (Made by April of Current Year)
• Education and Educator (Teacher) Expenses (1098-T)
• Student Loan Interest (1098-E)
• Moving Expenses

     

PAYMENTS

• State and local estimated tax payments
• Payments to state and local authorities with 2010 return and/or extension