Suggested Information to Provide for your Appointment:
Income Items:
- Form W-2(s) Wage statements
- Form 1099-INT Interest Statements
- Form 1099-DIV Dividend Statements: Please make sure that you have all cost basis information (Date bought and purchase price)
- Form 1099-B Stock Transactions
- Form 1099-R Pension & IRA Statements
- Form 1099-SA Social Security Statements
- Form 1099-G Gambling Statements
- Unemployment Compensation
Businesses and Rental Properties:
- Business Income and Expenses (Schedule C) Download a copy of our Schedule C Template to help prepare your income and expense items.
- Form K-1 from ALL business ventures
- Rental Income and Expenses (Schedule E)
Deduction Items:
- Form 1098-T Tuition Paid
- Form 1098-E Student Loan Interest
- Form 1098 Mortgage Interest
- Out of Pocket Medical Expenses for NJ residents
- Charitable Giving/Contributions
- Childcare Expenses? Provide the EIN, Name, Address and Amount Paid
- SSN for all new dependents
Coronavirus Relief Items:
- Form 1099-R Penalty-Free Retirement Plan distributions
- Form 1099-G Unemployment
- Stimulus Payment Letter
- Charitable contributions: Special $300 tax deduction helps most people give to charity (before 12/31/20) – even if they don’t itemize
Direct Deposit or Direct Debit?
If you want your refund or balance direct deposited or debited bring your Routing and Account Number.
New Clients:
Please provide a copy of your prior year's tax return (Federal and State) as well as a copy of your Driver's License.
Real Estate Transactions:
Have you bought or sold a home or rental property? Please provide the HUD statement or Closing Disclosure for all properties bought or sold in the tax year.