Client Resources
TAX CHECKLIST
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Copy of Return from at Least Last Year (can go back 3 years if possible) [NEW CLIENTS ONLY]
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Social Security Numbers and Dates of Birth for All Dependents
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Documentation that Children Lived with You (school, social services, etc.) for Earned Income Credit
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W2s from All Jobs Held Last Year
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1099 Forms from Unemployment, Banks, Mutual Funds, IRA Payouts, 401(k), Other Retirement Distributions, and Independent Contractor Work
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IRA and Roth Contributions
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Form 1095 (A, B, or C) Proof of Health Insurance
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Form 1098-E Student Loan Interest Paid
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Form 1098 Mortgage Interest Statement
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Form 1098-T Tuition Paid
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Property Taxes and Shareable Contributions
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Daycare Expenses
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Rent Receipt for Homestead Credit
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Energy Improvement to Personal Residence
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Out of Pocket Medical Expenses
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Mileage to and from Doctors, Dentists, Pharmacies, Etc.
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Mileage to and from Charities
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Documentation for Unreimbursed Employee Business Expenses (Mileage, Airfare, Meals, Lodging, Etc.)
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Documentation of Alimony Paid or Received
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Account and Routing Number for Direct Deposit of Refund
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If You Sold Stock, Information Received when you Bought/Received Stock
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If You Purchased a Home, Closing Papers
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Any Other Paperwork You Received or Any Questions You May Have
