PERSONAL INFO

Latest year’s income tax (first year client)

Name, address, Social Security number and Date of Birth for yourself, spouse and
dependents

Dependent Care Provider- Name, Address, Tax ID or S.S.N.

Banking information if Direct Deposit Required

INCOME INFO

Wages W-2s

Unemployment 1099-G

Interest/Dividends 1009’s

Broker Statements 1099-B

State tax refund

Social Security 1099-SSA

Pension/Annuity/IRA 1099-R

Partnership/Trust/Estate Income K-1

Gambling/Lottery Winnings W-2G

Alimony Income

Rental Income and Expenses

Business Income 1099-NEC

Foreign Income

Prizes and Awards

Cancellation of Debt 1099-A or 1099-C

DEDUCTIONS INFO

Health Insurance Premium if self employed

Marketplace Insurance 1099A

Dependent Care Cost

Education Cost

IRA/Retirement Contributions

Student Loan Interest

Medical/Dental

Mortgage/Home Equity Loan

Interest/Mortgage Insurance

Real Estate Taxes

Charitable Contributions Cash/Non-Cash

Tax Return Preparation Expenses

Investment Expenses

Estimated Tax Payments to Federal and State Government and Dates Paid

Foreign Taxes paid

Solar

Electric Vehicle