Thank you for choosing Money Honey Financial as your Tax Preparer! Please complete this initial questionnaire or schedule an onboarding call to help us assess your tax situation and determine how to best service you.
• 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