Use this checklist to gather all needed information we would need to prepare your taxes.  Review our Privacy Policy .  Please bring all information that pertains to you to your appointment.

• Social security numbers (including those of your spouse and children)
• Child care provider name, address, and tax ID or social security number
• Alimony paid social security number

• W-2 forms for this tax year (2007)
• Unemployment compensation: Form 1099-G
• Miscellaneous Income, including rent: Form 1099-MISC
• Partnership, S Corporation, and trust income: Schedule K-1
• Pensions and annuities: Form 1099-R
• Social Security/RR1 benefits: Form RRB-1099
• Alimony received
• Jury duty pay
• Gambling and lottery winnings
• Prizes and awards
• Scholarships and fellowships
• State and local income tax refunds: Form 1099-G

• Residential address (es) for this year
• Mortgage Interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Interest on second mortgage paid
• Real estate taxes paid
• Rent paid during the tax year
• Moving expenses

• Interest income statements: Form 1099-INT and 1099-OID
• Dividend income statements: Form 1099-DIV
• Proceeds from broker transactions: Form 1099-B
• Retirement plan distribution: Form 1099-R

• Auto loans and leases (account numbers and car value)if vehicle is used for business
• Student loan interest paid
• Early withdrawal penalties on CDs and other time deposits

• Personal property tax information

• Gifts to charity (must include qualified written statement from charity for any single donation of $250 or more)
• Unreimbursed expenses related to volunteer work
• Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
• Investment expenses
• Job-hunting expenses
• Job related education expenses
• Child care expenses
• Medical Savings Accounts
• Adoption expenses
• Alimony paid
• Tax-return preparation expenses and fees

• Business income: Form 1099-MISC and/or own records
• Partnership SE income: Schedule K-1
• Business-related expenses: receipts, other documents, and own records
• Farm-related expenses: receipts, other documents, and own records
• Employment taxes and other business taxes paid for current year: payment records

• Federal, state, and local estimated income tax paid for current year: estimated tax vouchers, cancelled checks, and other payment records
• IRA, Keogh, and other retirement plan contributions: if self employed, identify as for self or employees
• Records to document medical expenses
• Records to document casualty or theft losses
• Records for any other expenditures that may be deductible
• Records for any other revenue or sales of property that may be taxable or reportable