Tax Advice

Common Items to Gather Before Visiting Your CPA:

• A list of questions you may have

• All forms, for example:

  • W-2 Form(s)

  • 1099 Form(s)

• Stock/Bond/Mutual Fund Statement(s)

• 1098 Form(s) (Mortgage Interest Statements)

• Tuition Statement(s)

• Miscellaneous items, such as:

  • charitable contributions

  • medical expenses

  • medical mileage

  • moving expenses

  • job search expenses

  • unreimbursed employee expenses

  • security box rental amount

  • investment expenses

• Property tax statement(s)

• Estimated tax payment amounts and dates for federal and state

• Any correspondence received during the year from the IRS or state

• Copy of prior year's tax return

• Social Security Numbers and birthdates of you, your spouse, and any dependents you may have

• If you have a business, all records of receipts and disbursements, mileage log(s)

• If in doubt, bring all statements, forms, and amounts in!

• Depending on each person's unique tax situation, other items may need to be gathered by you and analyzed by the CPA

Home

Contact

Experience

Tax Advice