| NEW CLIENTS: |
| Last years tax returns |
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| Names, birthdates, social security
cards of all persons to be claimed on return |
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| W-2s |
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| 1099s |
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| Interest Income |
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| Dividend Income |
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| Stock transactions |
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# shares sold, date sold, amt received
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PLUS: date purchased, purchase price
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| Retirement Distributions |
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| Business Income/Expenses - see
separate list |
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| Unemployment Compensation |
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| Rental Property Information - see
separate checklist |
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| Social Security Income received |
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| Any other income figures |
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| IRA contribution amounts |
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| Educator Expenses |
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| "Moving Expenses, if 50 mile+ relocation
for work" |
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| Student loan interest paid |
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| Tutition and fees paid |
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| "Alimony paid, and social of to whom
paid" |
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| Child care paid for |
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To Whom
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Name, address, tax id, amount, phone #
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| Bank Routing Number and Account number
for direct deposit |
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| If itemizing: |
| Medical Expenses if over 7.5% of income
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| Real estate taxes paid 2004 and 2005
ONLY - SALES TAX totals and car purchases IRS is allowing
EITHER sales tax or state income tax |
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| DMV registrations |
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| Home Mortgage interest |
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| Points paid |
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| Closing papers for any real estate
bought, sold or refi |
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| Cash Donation amounts and to whom
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| Stuff donations - list and price for
max deduct |
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| Casualty and theft loss info if over
10% of income |
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| Unreimbursed job expenses |
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Union Dues
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Uniforms
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Tools/supplies
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mileage unreimbursed
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meals unreimbursed
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Job education
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other
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