1. A copy of the prior year�s tax return (if a new client). If the previous year�s has not been prepared we will need a copy of the last one filed.

2. Any changes any filing status, dependents, social security numbers and addresses.

3. W-2s from all employers. 1099-Miscellaneous forms (if any) for the self employed.

4. Any K-1s from Partnerships, S-Corporations, LLCs, estates and trusts.

5. Amounts of any other income such as gambling and prizes, unemployment, disability, and social security.

6. 1099-INTs (interest income), 1099-B (broker statements) and 1099-Divs (dividends) from financial institutions such as banks, credit unions, stockbrokers, mutual fund companies, and companies where you own stock.

7. 1099-Rs for retirement income or distributions from pensions, IRAs, etc.

8. 1099-Gs from states that you received refunds or unemployment income.

9. 1098s from mortgage companies showing interest, real estate taxes and points. If you pay mortgage payments to an individual we need their name, address, Social Security number and an amortization table if available.

10. List of any contributions to Traditional IRAs or Roth IRAs.

11. Your itemized deductions including:

• Charitable contributions made by cash or check (need receipt if any one is over $250)
• Donations of goods with details if over $500
• Medical expenses, including insurance premiums, not reimbursed
• Car, motorcycle, boat, and trailer registrations paid
• Real estate taxes not shown on 1098 forms
• Escrow settlement sheets from purchased, sold, or refinanced real estate
• Employee expenses not reimbursed such as job education, travel, union dues
• Fees for investments, safe deposit boxes and tax preparation

7220 North 16th Street   •   Suite F   •   Phoenix, AZ   •   (602) 772-2177