Tax Appointment Checklist – What to Bring
Use the list below as a reference for collecting your tax information.
Depending upon your individual situation not all items will be applicable.
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W-2’s from Employers
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1099’s from contract labor
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1099-R retirement distribution forms
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1099-SSA if drawing Social Security
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Mortgage interest statements
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Student loan interest statements
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Personal property tax statements
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Real estate tax statements – or copies of checks written for tax
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Amount of health insurance premiums, if self employed
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Statements and amount of charitable donations
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Statements from brokerage and investment firms
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Interest statements from banks
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Business income and expenses
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Please include a profit and loss statement
- Balance sheet as of year end with comparision to prior year
- If we do not prepare your payroll, please provide copy of W3
- If you pay independent contractors and we do not prepare the 1099s please provide a copy of the 1096
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If no profit and loss statement exists, and a checkbook is used, please provide check register and all business bank statements for the year. Additional fees will be incurred if our office compiles a profit and loss statement
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Type of business – sole proprietor, C-Corp, S-Corp or partnership
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Business Employer ID number
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If this is the first year we have prepared your return we will need the following:
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Birth dates for all
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Social security numbers for all
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Current address
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If dependents, their birth date and social security number
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Prior year tax return
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