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Forms & Checklist

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Quick & Simple

As you begin to prepare for us to complete your income tax return, go through the Personal Tax Preparation Checklist. Simply download the checklist and as you obtain important tax documents, just check them off the list. With this information, we will be able to give you an in depth interview to ensure you get all the deductions and credits you have earned.

  •  Personal Tax Preparation Checklist Download


What You Need For Tax Preparation

  • Driver’s License
  • Social Security Card(s)
  • Dependents Social Security Numbers and Dates of Birth
  • Last Year’s Federal and State Tax Returns (helpful, but not always required)

  • W-2 Forms
  • Form 1099 – Pension or Retirement Income
  • Form 1099G – Unemployment Income
  • Form SSA 1099 Social Security Income
  • Form 1099 Int/Form Interest and Dividend Income
  • Form 1099B Sales of Stocks and Bonds
  • Form W-2G Lottery or Gambling Winnings
  • Form 1099C Cancellation of Debt
  • IRA Contributions
  • Form 1099G – State Income Tax Refund Amount
  • Alimony Paid or Received
  • Commissions Received

  • Form 1099 Misc Self Employed Income & Expenses
  • Commissions Paid
  • Income and Expenses from Rentals
  • Schedule K-1 Income from Partnerships, S Corporations, Trusts, and Estates
  • Record of Purchase or Sale of Residence
  • Estimated Tax Payments

  • Child Care Expenses & Provider Information
  • Form 1098 Mortgage or Home Equity Loan Interest Paid
  • Real Estate and Personal Property Taxes Paid
  • Form 1098-T – Tuition and Education Fees
  • Form 1098-E – Student Loan Interest
  • State or Local Sales Taxes Paid – Foreign Taxes Paid
  • Moving Expenses
  • Lottery or Gambling Losses
  • Casualty or Theft Losses
  • Cash and Non-Cash Charitable Donations
  • Unreimbursed Employment-Related Expenses
  • Job Related Educational Expenses
  • Medical, Eye Care and Dental Expenses
  • Educator Expenses
  • State and Local Tax Payments
  • Other Interest Paid


 Useful Forms

It’s now easier to submit forms with common expenses that can be claimed as tax deductions to your tax advisor. These forms are fillable on your computer or mobile device. Once complete, just upload them to your Secure Client Portal which will assist in the tax preparation process. It’s fast, accurate, secure and simple to use.

Schedule an Appointment Today. We look forward to working for you.

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