If you are a new client, these are the items I will need in order to complete your individual tax returns, if these items apply to you.
1. Copy of your prior year tax return
2. W-2's/K-1's
3. Any 1099/1098's - stocks, mortgage interest, interest income, pension, etc.
4. Did you make any contributions to an IRA (not including your 401 (k))?
5. Amount of property tax paid (if not shown on the mortgage interest statement)
6. Charitable contribution amounts
7. Social Security # for any dependents that weren't on your prior year return
8. Did you put any money into a Michigan Education Savings Plan or Michigan Education Trust, if so, how much?
9. Social security/medicare benefits received
10. Do you own rental properties? If so, please provide all info needed to complete the Schedule E.
11. Did you have any Schedule C business activity?
12. Personal property taxes paid (car registration fees)
13. Any other pertinent tax information
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These items can be mailed or dropped off to me, or scanned and emailed or faxed.
Just a note regarding charitable contributions. The IRS is cracking down on non-cash contributions. You must have a receipt from the organization you donated it to and it must be in good, working condition when you donate it. Also, starting in 2007 any cash contributions must have receipts or canceled checks to claim the deduction. If you place cash in the collection plate at church, you will not be able to deduct it, unless it is in an envelope with your info on it and the church gives you a receipt for it.
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