Your Tax Interview

It is always better to have too much information than not enough.

Our goal is to provide a friendly, accurate, and affordable tax preparation experience ensuring that you receive the maximum allowable refund.

When you are pulling everything together for tax meeting, here is a list of things it will be helpful to have available.  Bringing everything along saves time, which can save you money!

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-2s

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

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