Tax Documents


Below is a checklist of all tax documents required for different tax forms. To ensure you receive a prompt and quality service, please review the checklist and provide us the necessary information to complete your tax return(s).

  • Personal Information For Each Family Member: (Required for ALL tax returns)
    • Name
    • Date of Birth
    • Social Security Card /ITIN/ATIN
    • Last Year's Tax Return
    • Valid Photo Identification
  • Income & Tax Information:
    • W-2's
    • Interest (1099-INT)
    • Dividend Slips (1099-DIV)
    • Stock Sales (1099-B or Broker Statement)
    • Self-Employment
    • Income and Expenses
    • Sale of a Personal Residence
    • Rental Income and Expenses
    • Sale of any Business Assets
    • Gambling or Lottery Winnings
    • State Income Tax Refund
    • Pension Income (1099-R)
    • Estimated Taxes Paid
    • Social Security or Railroad Retirement
    • IRA or 401(k) Distribution
    • Unemployment Compensation
    • Miscellaneous Income (1099-MISC)
    • Cancellation of Debt (1099-C)
  • Deductions & Adjustments:
    • Medical Expenses
    • Real Estate or Personal Property Taxes
    • Mortgage Interest (Form 1098)
    • Charitable Contributions
    • Employee Business Expenses
    • Gambling Losses
    • Moving Expenses
    • Traditional IRA Contributions
    • Higher Education Expenses
    • Educator Expenses
    • Student Loan Interest
  • Tax Credits:
    • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
    • Adoption Expenses
    • Retirement Savings Contributions
    • Real Estate or Personal Property Taxes

Questions ?


Not sure what you need or looking for something that is not listed here?  Please don't hesitate to contact us and we would be happy to help you.

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