When you’re ready to talk taxes, it’s best to be prepared!
Tax Year 2021
Please provide us with the following information, if applicable, at least one week before your appointment:
New clients
- Previous year’s tax return
- Social Security numbers and birthdates for all family members on tax return
- Copy of state-issued ID (or driver’s license) for taxpayers
- Your completed Short Tax Organizer or Comprehensive Tax Organizer
All clients
- W-2s for wages
- Stimulus payment letter: IRS Letter 6475 for third stimulus
- Crypto-currency earnings
- Alimony received or paid pursuant to a divorce or separation agreements
- New dependents: name, social security number, date of birth
- Details of interests in foreign assets
- Gambling losses or winnings
- Retirement plan payments: SEP/Simple/401 (k)/IRA
- Estimated tax payments made: dates and amounts
- K-1’s from partnerships, S-corporations and trusts
- Student loan interest
- Tuition Statement: 1098-T
- Health insurance Forms 1095-A, 1095-B and/or 1095-C from the Affordable Care Act
- Advanced Child Tax Credit: IRS Letter 6419
- For business owners: Profit and loss summary with business-related expenses and amounts
- Direct deposit information for refund
Additional items if you are itemizing:
- Medical insurance premium paid
- 2020 tax preparation fees
- 1098’s for mortgage interest expense
- Property taxes
- Union dues
- 1099’s for interest, dividends, and other sources of income
- Charitable contributions – cash and non-cash
- Medical expenses