CLIENT DOCUMENT CHECKLIST - Personal TAX RETURNS

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  Copy or PDF of Prior Year Tax Return (for new clients only)  


  • W-2’s
  • 1099 – INT  - interest income from banks
  • 1099 – Div – dividend income from stocks owned
  • 1099 – B - brokerage account statements
  • 1099 – MISC – independent contractor
  • Unemployment income
  • Social Security Benefits 
  • 1099 – R
  • K-1’s – ownership in S-Corps or LLC’s


For Schedule C filers:

  • Schedule of income
  • Schedule of expenses
  • Home Office expenses
  • Schedule of Automobile Use  (if applicable)


Itemized Deductions:

  • (Estimate) of out of pocket medical costs
  • 1098 – from mortgage company
  • Real estate taxes paid
  • Charitable contributions – total contributed during the year


Other Deductions:

  • IRA contributions
  • Are you a teacher?
  • Child care credit – please provide the following:
  • Name of institution/address/EIN #
  • Which child 
  • Amount paid 
  • Education credits – form 1098-T


Estimated tax payments:

  • Any estimated tax payments that were paid during the year for current 
  • year taxes  - please provide some confirmation of payments.


Copy of Drivers License:

  • Copy of drivers license (front and back) for the taxpayer and spouse


Voided Check:

  • bank information – for direct deposit of refund/direct payment
  • Bank Name/Routing number/Account number


Any other relevant tax related items