• Names, birthdates, and social security numbers for you, your spouse, and any dependents.
• Tax Return from Previous Year (for new clients only)

W-2s and 1099 forms for: retirement income, investment income (i.e. interest and dividends earned, stocks sold), independent contract work, etc.

• Stocks: Bring in year-end statement(s) sent to you from your brokerage house(s) usually reported on form 1099-B.
• Rental Property: To report the sale of a rental property, bring in the “closing statement” on the sale.
• Your Home: As long as you had lived in your home 2 out of the 5 years leading up to the date of sale, any gain is generally not taxable. If you sold your home during the year, let us know and we’ll verify there is no tax consequence on the sale. Bring in the “closing statement” on the sale or purchase of any home.
• Land or Cabin: To report the sale of land or a cabin, we need to know: 

1. When you acquired the property
2. How much you paid for the property. This would include amounts paid after the initial purchase.
3. Bring in the “closing statement” on the sale.

A child care credit may be allowed if you paid someone to care for your children while you either worked or because medical issues prevented you from caring for them yourself.

For each individual or company paid, we need:

• That person’s (or company’s) name.
• Address.
• Social security number (or EIN—employer identification number, if a company).
• Amounts paid. Bring in TOTAL expenses paid. Include those reimbursed by your company.

• 1095-A - If you or anyone in your household had medical insurance through the government marketplace.
• 1099-SA - If you or your spouse had an HSA during the year.

Education tax credit for post-high school college/vocational training.

• Form 1098-T (available online, issued by your educational institution).
• Total the amounts paid for course-related books, supplies, laptop, etc. (Do not bring in receipts for these expenses.)

• Business name
• Federal ID number
• Name, SSN, and address of each owner
• Profit and Loss Statement: This is a list of your total income and expenses by category. You can find blank P&L statements to fill out below if you haven't already.

General

• Google Sheets
• PDF

Stylist, Barber, Nail Tech

• Google Sheets
• PDF

Rental Property

• Google Sheets
• PDF

Please do not bring in your receipts. We will not need them at this time, but they should be kept on hand for 3 years after the related tax return is filed.

• Rental Address
• Profit and Loss Statement for each property
• Closing Statements for properties bought or sold during the year.

Click the links below for blank Profit & Loss statements, if you don't have them already.

• Google Sheets
• PDF