- 2008 Tax Return (new clients only)
- Most Recent Paystub(s)
- W-2 Statements
- Misc Income (1099-MISC) be sure to include an itemized expense list
- Unemployment (1099-G), Social Security Income (SSA-1099)
- Alimony, Gambling (W2-G)
- Interest Income (1099-INT)
- Dividends/Stock Sales (DIV, 1099-B)
- Year-End Investment Statements (403(b), 401(k), IRA, Roth IRA)
- State Refund (1099-G)
- Pension Distributions (1099-R)
- Rental Property (Property Info, List of Income and Expenses)
- Student Loan Interest (1098-E)
- Tuition and Fees (1098-T)
- Child Care Expenses
Itemized Deductions
- Medical/Dental Expenses/Prescription Drugs (7.5% AGI)
- Mortgage Interest (1098)
- Re-Fi/Purchase Expenses
- Property Tax
- Car Registration (Licensing Fee)
- Charity and Cash Donations
- Job-Related Expenses: Union Dues, Faculty Dues, Classroom
- Supplies, Etc.
- Union Dues
- Faculty Dues
- Classroom/Office Supplies, Tools, Equipment
- Travel related to work
- Continuing Ed. Expenses
- Investment Expenses (advice, fees)
- Safety Deposit Box
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