World Class Performance



Personal information

  • Your last year income tax return if you are a new client
  • Name, address, Social Security number and Date of Birth for yourself, spouse, and dependents
  • Banking information for Direct Deposit: Routing #, Account # or bring a canceled check
  • Proof of address for dependent children
  • Proof of Health Insurance form -1095-A/B/C
  • Your State I.D. Card, or Driver’s I.D., Licenses or passport

To report the correct income information – you need to following:

  • All W2’s from all jobs held in the tax year, and 1099 Unemployment income
  • All 1099’s- INT/DIV/G/S/MISC/MSA/R/C/SSA – Interest /Dividend/Stocks/Bonds etc Business Income if self employed (Accounting Records)
  • Gambling/Lottery Winnings and Losses/Prizes/Bonus
  • Alimony Income
  • Rental Income & Rental Property Expenses
  • Foreign Income

These income adjustments if eligible can help reduce your taxes, or give you a bigger tax refund: 

  • IRA contributions Form 5498 from bank
  • Student loan interest payments
  • Medical Savings Account (MSA) contributions
  • Self-employed health insurance
  • Moving expenses
  • Educator Expenses

These credits and deductions if eligible can help reduce your taxes, or give you a bigger tax refund:

  • Education credit – Needs 1098-T form
  • Childcare Credit – Needs Dependent Child Care Provider’s Name, Address, Tax ID, EIN or S.S.N.
  • Retirement Credit / IRA Form 5498
  • Earned Income Credit – Child must be related to you
  • Child Tax Credit – Needs Child to be under 17 years old
  • Adoption Credit
  • Charitable contributions/donations –Needs Canceled checks or letter
  • Qualified job-related business expenses
  • Medical expenses
  • Moving expenses
  • Mortgage Interest – Need form 1098 from bank
  • Mortgage Insurance
  • Home Purchase Closing Cost – Needs closing statement
  • Real Estate Taxes paid in the tax year
  • Purchases qualifying for Residential Energy Credit
  • Medical & Dental expenses
  • Job Search related Expenses
  • Foreign earned income exclusion

Tax Appointment Checklist 2018