ü Completed Client Information Sheet
ü Copy of your last years Federal & State Return
ü W2 (s) from all employers
ü 1099 from business (s)
ü Distributions from IRA’s or other tax exempt savings
plan
ü Receipts or consolidated list of charitable contributions
and donations
ü Inquire if your qualify for an Earned Income Credit
(EIC)
ü Itemized totals of unreimbursed employee expenses
ü Itemized totals of gambling receipts
ü Dividend gain or loss of stocks statements
ü Itemized totals of medical expenses
ü Social Security Numbers (SSN) for all dependents
ü SSN or Employment Identification Number (EIN) for Childcare
Providers
ü Address of Childcare provider
ü Itemized totals confirming amount spent for childcare
ü Itemized totals confirming college expenses
ü Mortgage Interest statements of all properties
ü Itemized list & totals of expenses for your business
and their use
ü Rental income - Itemized list & totals of expenses
per rental unit
ü Mortgage interest statements for each rental property
Your information must be itemized with totals. If not and you bring just
receipts, you will be charged for book keeping services, which is $75.00/hr.
If you have any questions regarding the items above, contact us by phone
or www.bakerstaxservice.com.
|
