Tax Center - Items Needed

ITEMS NEEDED TO PREPARE YOUR INCOME TAX RETURN

  • A copy of your prior year tax return (only if we did not prepare it)
  • All of your W-2's and W-2G's (all copies)
  • All 1099's and 1098's from banks, credit unions, and brokerage companies
  • All K-1's from investments in business
  • If you bought or sold (or both) a home or property in 2014, furnish all closing statements
  • A list of charitable contributions (please include receipt)
  • The amount paid for real estate tax
  • A summary of any job related expenses (if you are claiming auto mileage as a deduction for business, rental properties or non-reimbursed employee expense, we need to know: total miles, commuting miles, and business miles driven for the year.
  • A summary of your medical expenses

Business tax returns require more information. Call if you have any questions.