This is a helpful list of items needed to prepare an individual tax return. Please contact us if you have any questions about your particular records or situation.


  • Name, Address, Tax Identification Number, Phone number and e-mail address (if available)
  • Filing Status and/or an y changes in status:  Marital Status  (single, married, divorced)  and Dependents (children, adoption, elderly parents)
  • Income

               1) W-2 : received annually from Employer by January 31st
               2) 1099: any income statements of interest paid to you

                      -1009-INT: Interest Income

                      -1099-DIV: Dividend Income

                      -1099-R: Retirement Distribution Income

                      -1099-SSA: Social Security Income

                      -1099-G: Unemployment Compensation

                      -W2-G: Gambling Winnings

  • Information regarding Child Tax Credit Payments
  • Information regarding sale/purchase of property
  • Rental Property Income
  • Royalty Income
  • Self-Employment Income
  • Individual Retirement Account Deductions and Contributions  ( Traditional vs. Roth)
  • Health Savings Account-deductions
  • Medical and Dental expenses
  • Tax Receipts  (Taxes you have paid other than Federal; Real Estate Taxes (State/City/County); Automobile Ad Valorem Taxes; Estimated Tax Payments (Federal/State); Tax Preparation Fees)
  • Loan Expenses ( 1098-Mortgage Interest; Points paid on Mortgage Loans; Student Loans)
  • Charitable Contributions (Cash and donations to Goodwill, etc)
  • Casualty and Theft Losses
  • Job related expenses:  (travel, union dues, job education)
  • Other Expense:    1) Child or Dependent care expenses                                  4) Volunteer Expenses (mileage, uniforms)
                                   2) Education expenses                                                           5) Moving Expenses
                                  3) Safe Deposit Fees                                                                                                                     

Client Resources

INFORMATION NEED TO COMPLETE INDIVIDUAL TAX RETURN