• Drivers License or State ID (new clients only)
• Copy of last year’s returns (new clients only)
• W2s from all employers
• 1099s from all other income or benefits (1099-INT, 1099-DIV etc.)
• Mortgage Interest (form 1098)
• Receipts from energy efficient upgrades
• Additional Real Estate Taxes paid (if not included on the 1098)
• Rental Income
• Receipts for all expenses
• Mileage for repairs, inspections, etc.
• Insurance premiums
• Mortgage Interest (form 1098)
• Receipts from energy efficient upgrades
• Charitable contributions
• Educational expenses (loan interest, tuition and supplies)
• Childcare expenses
• Medical expenses
• Business income and expenses (profit and loss statement)
• Balance sheet (partnerships, S-Corps and multi member LLCs)
• Mileage log for business use of your car
• Quarterly taxes paid