Tax, Bookkeeping and Audit Services

Below is a list of documents to bring with you to your tax interview. A copy of this list, along with what to expect during your interview, can be viewed here.

Personal information for each family member:

• Name
• Date of birth
• Social security card /ITIN/ATIN
• Last year’s tax return
• Valid driver’s license

Income and tax information:

• W-2’s
• Interest (1099-INT or substitute)
• Dividend slips (1099-DIV or substitute)
• 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 (W-2G for some winnings)
• State income tax refund (1099-G)
• Pension income (1099-R)
• Estimated taxes paid
• Social security or railroad retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) distribution (1099-R)
• Unemployment compensation (1099-G)
• Miscellaneous income (1099-MISC)

Deductions/adjustments:

• Medical expenses
• Real estate or personal property taxes
• Mortgage interest
• Charitable contributions (cash and non-cash)
• 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 credit