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Appointment Checklist
Personal Data
  • Your Name, Address, Copy of your Social Security Card and Driver's License or Government ID

  • Spouse Name, Copy of your Social Security Card and Driver's License or Government ID

  • Name, Relationship, Copy of Social Security Cards and Birth Certificates of all dependents

  • Child care provider: Name, Address, and Tax I.D. or Social Security Number

  • Alimony paid: Social Security Number

  • NJ Residents -Veterans your DD-214 Honorable Discharge Papers for an additional state deduction.

  • Copy of last year income tax return

Employment & Income Data
  • W-2 forms for this year 

  • Unemployment compensation: Forms 1099-G

  • Miscellaneous income including rent: Forms 1099-MISC 

  • Partnership, S Corporation, & trust income: Schedules K-1

  • Pensions and annuities: Forms 1099-R

  • Social Security/RR1 benefits: Forms RRB-1099

  • Alimony received

  • Jury duty pay

  • Gambling and lottery winnings

  • Prizes and awards

  • Scholarships and fellowships

  • All other Monies earned or received in the form of cash or other exchange of property

  • State and local income tax refunds: Form 1099-G

  • Amount received from: IRS Advanced Child Credit

  • Stimulus - amounts of each stimulus payment received

Homeowner/Renter Data
  • Residential addresses for this year

  • Mortgage interest: Form 1098

  • Sale of your home or another real estate: Form 1099-S

  • The second mortgage interest paid

  • Real estate taxes paid postcard

  • NJ Block and Lot Number

  • Rent paid during the tax year

  • Moving expenses

Financial Assets
  • Interest income statements: Form 1099-INT & 1099-OID

  • Dividend income statements: Form 1099-DIV

  • Proceeds from broker transactions: Form 1099-B

  • Retirement plan distribution: Form 1099-R


Financial Liabilities
  • Auto loans and leases (account numbers and car value) if vehicle used for business 

  • Student loan interest paid 

  • Early withdrawal penalties on CDs and other time deposits

  • Gifts to charity (qualified written statement from a charity for any single donations of $250 or more) 

  • Unreimbursed expenses related to volunteer work 

  • Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) 

  • Investment expenses 

  • Job-hunting expenses 

  • Job-related education expenses 

  • Child care expenses 

  • Medical Savings Accounts 

  • Adoption expenses 

  • Alimony paid 

  • Tax return preparation expenses and fees

  • Out of Pocket medical premiums and expenses (co-pays, RX, dental, etc)

Self-employment Data
  • Business income: Forms 1099-MISC and/or own records ·

  • Partnership SE income: Schedules K-1 ·

  • Business-related expenses: Receipts, other documents & own records ·

  • Farm-related expenses: Receipts, other documents & own records ·

  • Employment taxes & other business taxes paid for the current year: Payment records

Miscellaneous Tax Documents
  • Federal, state & local estimated income tax paid for the current year: Estimated tax vouchers, canceled checks & other payment records

  • IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees

  • Records to document medical expenses

  • Records to document casualty or theft losses

  • Records for any other expenditures that may be deductible

  • Records for any other revenue or sales of property that may be taxable or reportable

Questions for your Income Taxes 

  • I will need a copy of both Taxpayer and Spouses Drivers Licenses 

  • I will need proof of the Dependent lives with you. (Medical Bill or School record with your address) 

  • Have you ever been convicted of a crime? 

  • Did all Dependents live with you for all 12 Months?  

  • Are you or your spouse a Veteran?  I will need your DD214 

  • Did everyone on your return have health insurance all 12 months? 

  •  Are you or your spouse blind? 

  • Are you or your spouse Disabled? 

  • Are any of your Dependents Disabled? 

  • Do you receive Social Security? 

  • Do you have a foreign bank account? 

  • Or business or Trust in a foreign country? 

  • At any time during 2021 was it worth over $10,000? 

  • Do you trade Virtual Currency?  (Bitcoin etc.) 

  • Do you buy anything and did not pay sales tax on it? Online, Out of State 

  • Did you sell online or using PayPal, Etsy, eBay, etc.? How much? 

  • Do you have a Brokerage Account with stock? I will need a brokerage statement. 

  • Did a Credit Card or other Bill cancel your debt? I will need a 1099C. 

  • Did anyone receive Unemployment, Disability, Family Leave? I will need the tax forms from them. 

  • Did you receive interest from a bank, etc.? (Including sign-on bonus.) I will need a 1099 Int from them. 

  • Any other income not stated above? Explain 

  • Anyone on your return attends College? I will need the 1098T from the school 

  • Did you pay rent?  Total rent?  The amounts you paid? # people, who shared rent? 

  • Any medical expenses?  How much? 

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