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Full name & Social Security Numbers for yourself, spouse & dependent

 Date of Birth for yourself, spouse and dependents.

Address, phone number & email

Drivers License 

 Bank Account & Routing Number

 (For direct deposit/debit purposes)

Copy of Last Year's Tax Return

 W-2, 1099s

Educational Expenses 

Social Security Income:

Form SSA-1099

Health Ins. 1095

Stimulus IRS Form 1444

Economic Impact Payment            IRS Letter 6475


Taxable Income

Alimony Received or Paid

Dividend Income: Form 1099-DI

Interest Income: Form 1099-INT & 1099-OID

Miscellaneous Income: Form 1099-MISC

Sales of Real Estate: Form 1099-S

Sales of Stock, Land, etc.: Form 1099-B

State Tax Refunds: Form 1099-G

Unemployment Compensation 

W-2 Form(s) for Wages, Salaries, and Tips


Own a Home

  • Mortgage Interest

  • Property Taxes

  • Home Sale Exemption

  • Private Mortgage Insurance (PMI)

  • Residential Energy-Efficient Upgrades

  • Renewable Energy Upgrades

  • Home Improvement Loan Interest


Have Children

Dependents' Names

Years of Birth

Social Security Numbers

Child care expenses for dependents (Provider Address, I.D. Number & Amounts Paid)

Adoption Expense Information


Own a Business

Business Income and Expenses

 Farm Income and Expenses

Form K-1 Income from Partnerships, Trusts  &  S-Corps

Rental Income and Expenses

Tax Deductible Miles Traveled for Business Purposes


Life Changes



New baby


Buying/Selling a home

Starting a business

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