Checklists

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
Any & All Forms 1095-A, 1095-B or 1095-C received (Healthcare Information)
Letter 6419 - Advance Child Tax Credit payments received
Letter 6475 - Total Amount of the third Economic Impact Payment

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