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Preparing for your Initial Tax Consultation

Here is a list of items that you’ll want to bring to our initial tax consultation for your personal tax return. Most of these items you can provide to me using the Tax Organizer:


Tax Preparation for Personal Information

  • Your Social Security number
  • Your spouse’s Social Security number (if married)
  • Social Security numbers for any dependents

Tax Preparation for Income Information
The following documents will help you prepare all the income information that you need to file a federal tax return:

  • W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year.

  • 1099 Forms if you (or your spouse) completed contract work and earned more than $600.

  • Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments).

  • Income from local and state tax refunds from the prior year.

  • Business income (accounting records for any business that you own)

  • Unemployment income

  • Rental property income

  • Social Security benefits

  • Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)

Tax Preparation for Income Adjustments
The following adjustments can help reduce how much you owe in taxes, and in turn, increase your chance of receiving a tax refund:

  • Homebuyer tax credit

  • Green energy credits

  • IRA contributions

  • Mortgage interest

  • Student loan interest

  • Medical Savings Account (MSA) contributions

  • Self-employed health insurance

  • Moving expenses

Tax Preparation for Credits and Deductions
There are many tax credits and tax deductions for various expenses, which are designed to help lower the amount of tax that an individual has to pay:

  • Education costs

  • Childcare costs

  • Adoption costs

  • Charitable contributions/donations

  • Casualty and theft losses

  • Qualified business expenses

  • Medical expenses

  • Job and moving expenses

Tax Preparation for Direct Deposit
Are you interested in having your tax refund directly deposited into your bank account? If so, you will need to provide two things:

  • Your bank account number

  • The bank’s routing number

  • A voided check or voided check image will work just fine too!