Mitchell's Tax Service


Checklist for Individuals

  • Social Security Numbers, Birth Dates, & Identification for you, your spouse & dependents 
  • Last Years Federal & State Tax Returns (if we did not prepare for you)
  • Wage & Earning Statements - Form W-2,W-2G, 1099's, etc.
  • Income & Expenses from Rentals Income from Partnerships, S-Corps, Trusts, and Estates -Schedule K-1
  • Bank Routing & Account Numbers
  • Child Care Expenses & Provider Information
  • Medical, Eye Care, and Dental Expenses - including all co-pays
  • Cash & Non-cash Charitable Contributions
  • Mortgage or Home Equity Loan Interest Paid - Form 1098
  • Real Estate & Personal Property Taxes - vehicle registration fees
  • Tuition & Education Fees - Form 1098 T Student Loan Interest - Form 1098 E
  • Estimated Taxes State & Local Tax Payments
  • Other Interest Paid Unreimbursed employee expenses - mileage
  • Any & All Forms 1095-A, 1095-B or 1095-C received (Healthcare Information)
Checklist for Business/Corporation
  • A copy of last year's Federal and State tax returns
  • Articles of incorporation, partnership agreement, etc.   
  • Copy of current period balance sheet, income statement, trial balance and general ledger
  • Prior year financial statements   
  • List of all business owners including: Name, social security numbers, address, % of ownership, date ownership acquired and detail of distributions
  • Schedule of owner fringe benefits received
  • Schedule of loans to/from owners including loan agreements
  • Details of any related party transactions
  • Copies of all payroll forms and 1099 forms for the year   
  • Amounts of any estimated tax payments   
  • Listing of interest and dividend income
  • Vehicle information and use including vehicle leases
  • Information on any employee benefit plans including retirement plans, health insurance, etc.   
  • Details of meals and entertainment expense
  • Any Internal Revenue Service and Department of Revenue correspondence received during the year
  • List of any activities in other states   
  • Details of fixed assets and depreciation schedules
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