Personal

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

•  Date of Birth for yourself, spouse and dependents.

• Address, phone number & email

•  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

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

• Death

• Divorce

• New baby

• Adoption

• Buying/Selling a home

• Starting a business