○ Client Organizer (REQUIRED for New Clients; recommended for existing clients)

○ Last Year's Tax Return (REQUIRED for New Clients)

○ Social Security Numbers and Birth Dates (for all individuals listed on the tax return)

○ Birth Certificates (REQUIRED for new dependents)

○ Death Certificate (REQUIRED if taxpayer or spouse died during tax year).

○ W-2 from all employers

○ 1099-NEC - Self-employed/gig/ind. contractor work (must provide completed Profit & Loss Organizer)

○ 1099-MISC - Rents, royalties, or other miscellaneous income

○ 1099-G - Unemployment compensation and/or state tax refunds

○ 1099-R - Distributions from pensions, IRAs, and annuities

○ 1099-SA - Social security benefits

○ 1099-INT - Interest income

○ 1099-DIV - Dividend income

○ 1099-B - Proceeds from stock transactions (provide stock purchase price if not listed on statement)

○ W-2G - Gambling winnings (provide losses as well)

○ Schedule K-1 - Income from Partnerships/S-corps, Trusts, Estates

○ Alimony Received - for agreements dated 12/31/2017 or earlier

○ 1099-S - Sale of Real Estate (must provide closing statement & completed Sale of Property Organizer)

○ Rental Income Organizer (new clients with pre-existing Rentals must provide Depreciation schedule)

○ 1099-Q - Distributions from Qualified Tuition Plans

○1098 - Mortgage Interest Statement (for all mortgages incl. HELOCs)

○Real Estate Taxes Paid (all properties)

○Estimated Income Tax Payments for Federal or State(s) (must provide dates)

○Alimony Paid (provide name, SSN, & address of recipient) - for agreements dated 12/31/2017 or earlier

○1098-T - Education Expenses from Qualified Institution

○1098-E - Student Loan Interest Paid

○Qualified Tuition Plan Contributions (must provide end of year statement) - i.e. 529 plans

○Childcare Expenses Paid for dependents under 13 (must provide full name, address, & Tax ID or provider)

○Retirement Plan Contributions for IRAs, Keogh, etc (must specify type and provide amounts)

○Medical Expense Receipts/Statements (must exceed 7.5% of adjusted gross income)

○Unreimbursed Work Expenses (i.e. Union Dues)

○Charitable Contribution Receipts/Statements (cash or non-cash must be clearly stated)