IF YOU ARE A NEW PERSONAL TAX RETURN CLIENT:
1) Copy of last year's tax return; both State and Federal (we use them to gather necessary information, (review for rollover items, etc.)
2) Family member's first and last names, birthdays, and social security numbers (those being claimed on your return)
3) Contact information (both cell and home phone numbers and email)
4) See the list below (some things may not apply to everyone)
IF YOU ARE A RETURNING CLIENT,
PLEASE SEE THE LIST BELOW:
This is a GOOD STARTING POINT. We might have to ask for additional items/information
-Income
-W-2's
-1099-INT (for interest income received for the year)
-1099-DIV (for dividends received for the year)
-Sch C information (small business income [1099-MISC] and expenses [totaled by category])
-1099-B and some sort of realized gain/loss report for the year
-For those CISCO clients who sold:
1) Stock Options (please print the "My Transactions" report)
2) Restricted Stock Options (please print the "My Transactions"
report)
3) ESPP (please print the "My ESPP Transactions)
4) 1099-R (for those of you who have retirement benefits)
-Sch E information (rental property income [1099-MISC] and expenses [totaled by category])
-Unemployment Compensation
-1099-SSA Social Security Benefits
-Deductions
-Tax Credits (energy efficient improvements to the home purchased
in 2010) Examples include: installation, windows, doors,
roofing, siding, HVAC, tankless water heaters, etc
-Property Tax on primary house
-Other Property Taxes
-Vehicle Taxes paid
-Mortgage Interest (form 1098)
-Cash/Non-Cash Contributions
