GIVE US WHAT
WE NEED TO KNOW.

​WE'LL GIVE YOU
THE BEST RETURN.

• NAME

• DATE OF BIRTH

• SOCIAL SECURITY NUMBER, ITIN/ATIN

• LAST YEAR’S TAX RETURN

• VALID DRIVER’S LICENSE

• MEDICAL EXPENSES

• REAL ESTATE OR PERSONAL PROPERTY TAXES

• MORTGAGE INTEREST

• CHARITABLE CONTRIBUTIONS (CASH AND NON-CASH)

• EMPLOYEE BUSINESS EXPENSES

• GAMBLING LOSSES

• MOVING EXPENSES

• TRADITIONAL IRA CONTRIBUTIONS

• HIGHER EDUCATION EXPENSES

• EDUCATOR EXPENSES

• STUDENT LOAN INTEREST

• CHILD CARE PROVIDER –– ADDRESS AND EMPLOYER IDENTIFICATION NUMBER (EIN) OR SOCIAL SECURITY NUMBER (SSN)

• ADOPTION EXPENSES

• RETIREMENT SAVINGS CONTRIBUTIONS CREDIT

• W-2 FORM

• INTEREST (1099-INT OR SUBSTITUTE)

• DIVIDEND SLIPS (1099-DIV OR SUBSTITUTE)

• STOCK SALES (1099-B OR BROKER STATEMENT)

• SELF-EMPLOYMENT INCOME AND EXPENSES

• SALE OF A PERSONAL RESIDENCE

• RENTAL INCOME AND EXPENSES

• SALE OF ANY BUSINESS ASSETS

• GAMBLING OR LOTTERY WINNINGS (W-2G FOR SOME WINNINGS)

• STATE INCOME TAX REFUND (1099-G)

• PENSION INCOME (1099-R)

• ESTIMATED TAXES PAID

• SOCIAL SECURITY OR RAILROAD RETIREMENT (SSA-1099 OR RRB-1099)

• IRA OR 401(K) DISTRIBUTION (1099-R)

• UNEMPLOYMENT COMPENSATION (1099-G)

• MISCELLANEOUS INCOME (1099-MISC)