What we need from you
New Individual Client
If you are a new individual client look here to see what we would need from you:
1. Copy of the last 2 years of tax returns
2. Date of birth and SS# for you and all your dependents
3. W-2s, 1099s (interest, dividend, stock sales, pension)
4. IRA contributions, student loan interest, tuition and fees paid
5. Business and rental income and expense summary (if applicable)
6. Itemized deductions such as medical expenses, real estate tax, vehicle registration tax, mortgage interest, charitable contributions, non-refundable job expenses etc
7. Child care expenses including name, address, SS or EIN number for provider
8. For a quick refund: bank routing and account number (i.e. attach a voided check)
9. Any additional information you consider needed to complete your return.
New Business Clients
If you are a new business client look here to see what we would need from you:
1. Copy of last year’s tax return
2. Financial Statements for the last 2 years (Balance Sheet, Profit and Loss Statement)
3. Articles of Incorporations (if applicable)
4. Ownership information – names, SSN, address and percentage for all owners