Ask Us a Question

Call us today to learn more about how our accounting services can help you.

>>Contact Us

Send a File

Clients use the link below to send private, encrypted files directly to our office.

>>Send a File

Accounting Calculators

Links to free helpful online financial calculators for taxes, retirement, loans, saving and spending.

>>Learn More

Tax Center

Links to free helpful online tax tools and resources to complement our tax services, such as tax due date e-mails, refund tracking, rates, forms and calculators.

>>Learn More

What To Bring

Individual Tax Return

Call us to make an appointment and then collect and
bring with you the following information:

  1. Your federal and state income tax returns from last year.
  2. The names, social security numbers, and birthdays of any dependents you intend to claim on your return.
  3. Any W-2s or Form 1099s, together with records of any other compensation received during the year.
  4. Any Schedule K-1s you received from partnerships, S Corporations, estates or trusts of which you are an investor or beneficiary.
  5. Business income and expenses from any unincorporated businesses you operated during the year (sole proprietorships).
  6. Details as to any investment property you sold during the year, including stocks, bonds and real estate. In addition to the type of property sold, we will need the purchase date, number of units purchased, purchase price, sale date, number of units sold, and sales price.
  7. Details as to any other sources of income, such as income from rents, royalties, trusts and estates, farming, unemployment compensation, social security benefits, and any other income received during the year.
  8. The date and amount of contributions made to an Individual Retirement Account (IRA), Roth IRA, Simplified Employee Pension (SEP) or Keogh, the name of the institution maintaining the accounts of such plan, and your account number.
  9. The dates and amounts of any distributions you received from retirement-type plans during the year.
  10. Information about any alimony you either paid or received during the year, as well as any child support and medical expenses not reimbursed through insurance or otherwise.
  11. Significant medical, dental or medication expenses not reimbursed by your health insurance.
  12. Any other "non-income" taxes you paid during the year, including federal and state income tax, self-employment tax, and real property tax.
  13. The statement (Form 1098) furnished by your mortgage interest lender. If you purchased a residence or refinanced a mortgage during the year, bring the settlement sheet, which will reflect any interest charges paid at settlement, including "points."
  14. If you sold a personal residence during the year, we will need the closing statement from the sale, as well as similar information about any replacement residence that you purchased.
  15. Any gifts to churches or other charities, in cash or property, the names of such charitable organizations, and any receipts for your contributions. Also, if you used your personal vehicle in performing services for charitable organizations, we will need records of your mileage.
  16. Any losses due to casualty or theft, together with any insurance reimbursements received.
  17. Employee business expenses incurred during the year which were not reimbursed by your employer, such as work-related entertainment, travel or educational expenses.
  18. Records relating to any other deductible expenses, such as moving expenses, professional dues, student loan interest payments, tax return fees, investment fees, and gambling losses.

Note:  The above material is easier to collect than you may think. Most of the items come in an envelope marked "Important Tax Document."