January 16, 2013

Click Here to Download PDF & Print

All taxpayers:

  • Our Mandatory ACA Questionnaire
  • Form 1095-A if purchased through the Health Marketplace
  • Birthdates and SS numbers for dependents
  • W-2’s from all Employers
  • W-2G’s from Gambling Income
  • 1099-MISC for sub-contracting
  • 1099-INT or DIV for interest and dividends
  • 1099-B for investment accounts/sale of stock
  • 1099-A or C for debt cancellation or foreclosure
  • 1099-G for Unemployment Benefits
  • 1099-R for IRA or Pension distributions
  • Purchase records for stock sold in 2014
  • Form SSA for Social Security benefits
  • K1 forms from P’ships, trusts or S-Corps
  • Employee expenses (more than 2% of income)
  • Rental Income and Expenses incl. history of depreciation, if a new client.
  • Jury Duty Pay
  • Sole Proprietorship/dba income/expense (see separate list)
  • Educators’ Deductions
  • Alimony Paid or Received
  • IRA or SEP or Simple Plan Contributions
  • Tuition and Exp paid for College
  • Student Loan Interest Paid
  • Moving Expenses (over 10% of income)
  • Medical Expenses (over 10% of income)
  • Property Tax Paid
  • Mortgage / Equity Loan Interest Paid
  • Interest on a boat/cottage/camper
  • PMI paid on a post 2009 home purchase
  • Sales Tax paid / Auto/Boat/Plane/Camper
  • Closing Statements for home purchase/sale
  • Charitable Contributions – Cash / Check
  • Non-Cash Contribution – purchase value
  • Daycare or babysitting expenses (w/ provider information, name, address, EIN/SSN)
  • Adoption Expenses
  • Estimated Tax Payments
  • Copy of last years’ return (if not with us)
  • Payment for our services.
  • Checks not accepted. Cash and Credit Cards welcome.

DBA and Contractor Income / Expenses (Sch. C)

  • Gross Income (w/o sales tax, money actually collected, not just billed)
  • Beginning and Ending Inventory
  • Inventory Purchases
  • Personal Items removed from Inventory
  • Business interest earned (1099 forms)
  • Accounting expense
  • Advertising expense
  • Auto expense (mileage or actual costs)
  • Bank or credit fees
  • Commissions / contractors paid
  • Depreciation records and costs of assets added in 2012,with date, amount and cost.
  • Dues and Subscriptions
  • Record of any assets sold
  • Insurance expense, liability, comp, DBL, bonds
  • Interest on loans or credit cards used only for business purchases
  • Janitorial Expense
  • Legal Expenses
  • Office Expense
  • Permits and Licenses
  • Rents Expense
  • Repairs/Maintenance
  • Supplies Expense
  • Taxes Paid
  • Utilities Expense
  • Wages Paid (incl. payroll records and returns)
  • Office in Home % and expenses, if applicable

Rental Property Income / Expenses (Sch. E)

  • Income received from all sources, by property
  • Advertising
  • Administrative Costs
  • Travel (mileage)
  • Insurance
  • Interest
  • Taxes
  • Repairs and Maintenance
  • Utilities
  • Water
  • Depreciation Records, prior years and current year assets purchased w/ dates and amounts