Individual 

• General information
  • Full names, social security numbers, and birth dates for you, your spouse, and any dependents you plan to claim. You can use a government issued ID, SSN card, and birth certificate/medical shot record/school record for this information.
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  • Direct Deposit Slip or Voided Check (if electronic filing)
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  • Tax returns filed from the prior year 
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  • Payments of estimated federal, state, local taxes paid
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• Itemized deductions
  • Medical expenses, such as health care (prescriptions, doctors, dentists, eyeglasses) and medical insurance premiums, if over $18k combined
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  • Form 1098 – Mortgage Interest Expense
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  • Real estate tax bills
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  • Receipts or acknowledgement letters for gifts to charity
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• Income information
  • Form W-2 from your employer
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  • Form 1099-MISC for other various types of income
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  • Social Security benefits received
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  • Gambling winnings and losses
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  • Rental property income
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  • Form 1099-DIV for dividends and Form 1099-INT for interest income
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  • Stocks sold report (Form 1099-B)
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  • The cost basis of any investments not reported on Form 1099-B
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  • Form K-1 for income from partnerships, S corporations, estates, or trusts
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• Tax credits and deductions information
  • Adoption expenses
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  • Moving expenses, only armed forces related
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  • Medical savings accounts
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  • IRA contributions
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  • Alimony paid
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  • Student loan interest paid
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  • Rental property expenses and cost basis
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  • Form 1098-T for tuition paid for higher education
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  • Foreign taxes paid

Business Owner

• General information
  • List of all business owners: names, EIN number, social security numbers, addresses, percent of ownership, date ownership acquired, and detail of distributions
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  • Prior year tax return
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  • Copy of current year financial statements, including the balance sheet, income statement, and general ledger
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  • IRS and Department of Revenue correspondence received in the previous year
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  • List of any business-related activities in other states
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• Income information (if not reported on the financial statements)
  • Gross receipts from sales or services
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  • Sales records
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  • Returns and allowances
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  • Form 1099-DIV for dividends and Form 1099-INT for interest income
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  • Schedule K-1 for income from partnerships, S corporations, estates, or trusts
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  • Details of fixed assets and depreciation schedules
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• Expense related documents (if not reported on the financial statements)
  • Cost of goods sold, if applicable
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  • Rental expenses and/or real estate expenses
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  • Amounts of any estimated tax payments
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  • Vehicle information and use, including vehicle leases
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  • Advertising
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  • Transportation and travel expenses
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  • Commissions paid to subcontractors
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  • Business insurance
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  • Interest expenses
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  • Wages paid to employees
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  • Any other expenses