GIVE US WHAT
WE NEED TO KNOW.

WE'LL GIVE YOU
THE BEST RETURN.

Business Conversation
  • 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)

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