New Clients: Click to download the Personal Tax Organizer
Please bring in:
- Driver’s License
- Social Security Card
- Social Security Card of Dependents
- All documents included below:
Documents needed:
- All Forms W-2 (wages), 1098 and 1099 (such as 1099-INT for interest, 1099-DIV for dividends, 1099-B for sale of securities, 1099-R for annuities, pensions, IRA or other retirement plan withdrawals, 1099-G for state tax refunds, 1099-S for real estate sales, SSA-1099 for Social Security, 1099-G for unemployment compensation, 1099-K for merchant card and third-party network payments and 1099-MISC for commissions and fees, etc.). Include all copies.
- Copies of Schedules K-1 for partnerships, S corporations, estates or trusts. (Note: You do not need these documents to make your tax appointment. You can provide them at a later date.)
- If you sold real estate, stock or mutual fund shares during the year, see STEP 4.
- If you acquired, sold or refinanced a home or other property in 2012, provide a copy of the closing statement.
- If you are a new client, provide copies of tax returns for the previous 3 years.
Itemized Deductions:
Medical Expenses
*Only deductible if net expenses exceeds 10% of Adjusted Gross Income
*Do not include amounts paid for or reimbursed by insurance or health insurance premiums paid with pre-tax income.
- Health Insurance Premiums
- Medical Insurance Premiums
- Long-Term Care Insurance Premiums
- Prescribed Drugs and Insulin
- Doctors and Clinics
- Dentists and Orthodontists
- Glasses, Contact lenses, Eye Exams, Laser Eye Surgery
- Hospitals, Nurses, Ambulance
- Nursing or Long-Term Care Facility
- Other (please detail): _______________________
- Medical Miles Driven during the tax year
- Parking Fees
- Lodging While Obtaining Medical Treatment Limited to $50 per night, per person
Interest Paid (Provide Forms 1098)
- Home Mortgage
- Home Improvement Loan
- Home Equity Loan
- Loan Points
- Mortgage Insurance Premiums Paid on Policies Issued after 2006
- Investment Interest Paid
Charitable Donations
Monetary donations must be substantiated by bank record (such as a cancelled check) or a written receipt from the organization receiving the donation. The written receipt must include the organization’s name and the date and amount of the donation.
- Churches or Synagogues
- United Way
- Other: ____________________
- Other: ____________________
- Fair Market Value of Items Given to Charities – Attach List of each item and its Fair Market Value
- Out-of-Pocket Expenses for Charitable Work
- Charitable Miles
- Other: _______________________________
Miscellaneous Expenses
Deductible Only if total exceeds 2% of Adjusted Gross Income
- Unreimbursed employee expenses (for example, union dues, tools and supplies, special uniforms and safety equipment, professional dues and subscriptions, job-related education)
- Job-Seeking Expenses in Same Field
- Travel/Air Fare/Lodging
- Meals
- Employment Agency Fees
- Resume
- Other
- Tax Prep, Financial Planning/Consultation Fees
- Investment Expenses
- Phone/Postage/Supplies for Investments
- Safe Deposit Box
- Investment Publications and Journals
- IRA and Other Retirement Plan Fees You Paid Directly
- Other
- Gambling Losses (limited to Total Gambling Winnings)
Estimated Tax Payments
If you sold or exchanged property:
- Provide information about sales of stock, real estate or other property along with Forms 1099-B, 1099-S, closing statement or other supporting information.
- Description of Property
- Date Acquired
- Date Sold
- Sales Price
- Basis
- Expenses of Sale