Quick Checklist for Tax Preparation

* SUBMIT COPIES of you tax documents to the office (keep your originals)

OPEN and REMOVE all documents and discard envelopes 

VERIFY the information is CORRECT 

* Freelance/Side Business ~ complete the P&L worksheet (see side tab)

* Rental Property ~ complete the Rental Property worksheet (see side tab)

* Only send YEAR-END statements (no quarterly or monthly statements)

* DO NOT FAX or EMAIL your tax documents 

* COMPLETE the Client Contact Information sheet   

Separate your children/dependents documents from your own

* Do not send duplicate copies (as this may result in an error of duplicate submission)


Here is a quick checklist for your tax preparation - please note that NOT ALL of the items will pertain to you (we recommend you look through your prior year's tax folder to see what you included in your return):



 Social Security Income (1099-SSA)

 1099's ~

               1099-INT ~ Interest Income (bank interest)

               1099-DIV ~ Dividends and Distributions

               1099-MISC ~ Rental Income, Royalties, Awards, Attorney etc...

               1099-NEC ~ Nonemployee Compensation (include P&L worksheet) 

               1099-R ~ Distributions from Pensions, Annuities, Retirement...

               1099-G ~ Unemployment (you must get this from NYS website)

               1099-SA~Distributions from HSA, Archer MSA or Medicare

               1099-C ~ Cancellation of Debt

               1099-Q ~ Payment from Qualified Education Program - 529

 1098-E Student Loan Interest

 W-2G (Gambling Winnings)

 1099-B (Capital Gains/Losses ~ these may be sent to you later in March)

                examples are: Wells Fargo, TD Ameritrade, Fidelity...

 Form 1098 ~ Mortgage Interest 

 Real Estate Taxes (if not listed on your mortgage statement)

 Charitable Donations (these are the only receipts you need to submit)

 Form 1098-T ~ Education/College Expenses 

 529 Contributions (College Savings) ~ contributions/distributions

 Dependent/Childcare (Provider's name, address and EIN/SS#)

 K-1 (Investment in partnerships/corporations)

 Freelance/Side business (income and expenses) *Must complete P&L sheet 

 Rental Property (income and expenses) *Must complete rental property worksheet

 1095-A or B Forms for Marketplace Healthcare

 IRS Identity Pin (a new 6 digit pin is provided by the IRS each year)

 Estimated Tax Payments (the date and amount of each payment needed)


*Driver's License Information (include this on your client contact sheet)

*Updated bank information (include this on your client contact sheet)