DOCUMENTS NEEDED FOR TAX PREPARATION

•CHECKLIST•

• W-2's
• Record of other income (1099's)
  • Interest and dividends from savings accounts, money markets, mutual funds, stocks, bonds, etc.
• Copy of the purchase and sale of stocks, bonds and mutual funds for 2008
• Rental property income and expenses
• If you have a parnership or are a shareholder in a S-corporation, submit your copies of all K-1's
• IRA contributions made in 2008 and pension or IRA distributions received in 2008
• Itemized deductions -
  • medical expenses
  • real estate taxes
  • mortgage interest
  • contributions-cash and non-cash (list separately)
  • tax preparation fee for 2007 tax return
  • safe deposit box fee
  • employee business expenses, unreimbursed travel, entertainment, telephone, auto expense, etc.
  • educational expenses for you and your college student
• If self-employed - schedule of income and expenses
• Moving expenses
• Child care expenses, including name, address and ID number of provider
• Documentation of estimated taxes paid
• Purchase and sale of residence
  • closing papers from the purchase and sale of the old residence
  • closing papers from the purchase of the new residence
• Extra copy of last year's federal and state returns (if applicable)

Receipts are for your records only and do not need to be submitted.  Please summarize items above where possible.