Personal Information

  • Copy of last year’s federal and state returns (if you are a new client)
  • Your contact information: current address, phone number, and email
  • Any changes of marital status or dependents. Include name, DOB, and social security number of new dependents
  • Proof dependents live with you such as school or medical records
  • Bank information for direct deposit of refunds or direct debit for tax payment – voided check
  • Front and back copy of taxpayer’s driver’s license and spouse’s if filing joint tax return

Income, Credits, and Expenses

  • W-2’s from all jobs for you and your spouse
  • Record of other income (1099’s or K-1’s)
    • interest and dividends from savings accounts, money markets, mutual funds, stocks, bonds, pension, social security
    • unemployment income
    • For shareholders of Partnerships or S-Corporations submit copies of all K-1’s
  • State/Local income tax paid or refunded
  • Foreign income
  • Any Estimated Tax Payments made during the year to Federal, State or Local governments, include dates paid
  • Energy credit for installation of new boiler, storm windows and doors, or solar panels
  • Form 1095-A, B, C for Health Care Coverage information if you live in CA, DC, MA, NJ, or RI
  • IRA contributions made in 2022
  • Health Savings Account Contribution/withdrawal information and year-end balance
  • Annual Report of any purchase or sale of any virtual currency such as Bitcoin, Dogecoin, etc.
  • Gambling/Lottery winnings and losses/prizes/bonus
  • Alimony received or paid from a divorce before January 1, 2019
  • Childcare expenses, including name, address and Tax ID or social security number of provider
  • Prepaid college contributions to a 529 Plan – NY only
  • Purchase and sale of personal residence – Closing statement(s) of house sold and/or bought
  • Date and amount of the purchase and sale of stocks, bonds, and mutual funds for 2022
  • Self-employed income and expenses – request a Schedule C worksheet for you to complete
  • Rental property income and expenses – request Schedule E worksheet for you to complete
  • Itemized deductions –
    • Medical expenses only if significant. Must meet min of 7.5% of your AGI.
    • Real estate taxes
    • Mortgage interest and insurance
    • Equity Line Mortgage Interest if used to buy, build, or improve a personal residence
    • Contributions-cash and non-cash (list separately and by charity name)
    • Educational expenses for you and your college student Form 1098T
    • Moving expenses – only available for Military Personnel

Receipts are for your records and do not need to be submitted unless asked.  Please summarize the items above where possible.  Please send tax preparation payment along with your tax documents.