• 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

  • 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

  • Death

  • Divorce

  • New baby

  • Adoption

  • Buying/Selling a home

  • Starting a business