Price List

Required documents to keep on file:

• Copies of Drivers License or State IDs
• Social Security Cards
• Proof of Residence for dependents claiming EIC

Income documents:

• Income from jobs: forms W-2 for you and your spouse
• Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
• Income from state and local income tax refunds and/or unemployment: forms 1099-G                                 
• Taxable alimony received
• Business or farming income—profit/loss statement, capital equipment information
• If you use your home for business—home size, office size, home expenses, office  expenses
• IRA/pension distributions—forms 1099-R, 8606
• Rental property income/expense—profit/Loss statement, rental property suspended loss  information
• Social Security benefits—forms SSA-1099
• Income from sales of property—original cost and cost of improvements, escrow closing                                     statement, cancelled debt information (form 1099-C)
• Prior year installment sale information—forms 6252, principal and Interest collected                                     during the year, SSN and address of payer
• Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account                                     (MSA), scholarships, etc.

Other tax documents:

• IRA contributions
• Energy credits
• Student loan interest
• Medical Savings Account (MSA) contributions
• Self-employed health insurance payments
• Keogh, SEP, SIMPLE and other self-employed pension plans
• Alimony paid that is tax deductible
• Educator expenses
• State and local income taxes paid
• Real estate taxes paid
• Personal property taxes—vehicle license fee based on value
• Estimated tax payment made during the year, prior year refund applied to current                                     year, and any amount paid with an extension to file.
• Direct deposit information—routing and account numbers
• Foreign bank account information—location, name of bank, account number, peak value                                     of account during the year

Tax deduction documents:

• Child care costs—provider’s name, address, tax id, and amount paid
• Education costs—forms 1098-T, education expenses
• Adoption costs—SSN of child, legal, medical, and transportation costs
• Home mortgage interest and points you paid—Forms 1098
• Investment interest expense
• Charitable donations—cash amounts and value of donated property, miles driven, and                                     out-of-pocket expenses
• Casualty and theft losses—amount of damage, insurance reimbursements
• Medical and dental expenses