The following in information that you will need to bring to your tax appointment. 

1.    Copy of last years tax return

2.    W2 (wages, ect)

3.    1099 ( interest, dividends, etc)

4.    Schedule K-1 (income/loss from partnerships, S corporations, etc.)

5.    Form 1098 (mortgage Interest)

6.    Property Tax Statements

7.    DMV Statements

8.    Closing statements pertaining to real estate transactions. 

9.    Any tax notices received from the IRS or other taxing authorities

Answer the following questions.  If you answer yes to any of the questions bring the necessary information that is applicable to the question. 

Did your marital status change during the year?

Did your address change during the year?

Could you be claimed a s a dependent on another person's tax return for 1999? 

Were there any changes in dependents? 

Does any of children under 14 have interest or dividend income in excess of $700.00

Did you receive unreported tip income of $20 or more in any month? 

Did you cash any Series EE U.S. savings bonds issued after 1989 an pay qualified higher education for yourself, spouse, dependents? 

Did you receive a distribution from a profit and sharing plan, retirement plan, or IRA. (including ROTH and Traditional)? 

Did you receive disability income? 

Did you hand any foreign income or pay any foreign taxes? 

Did you start your own business / farm?

Did you purchase rental property? 

Acquire interest in a Partnership?

Did you purchase or dispose of business asset? 

Did you buy or sell any stocks?

Did you purchase, sell, or refinance your principal home or second home? 

Did you have any debt forgiven?

Did anyone owe you money which had become uncollectable?

Did you incur a loss because of damaged or stolen property? 

Did you work out of town for part of the year? 

Did you use your car on the job(other than to and from work)? 

Did you receive a distribution from, the grantor of , or transferor, of a foreign trust? 

Was your home rented out or used for a business? 

Did you have MSA? 

Do you receive LTC payments? 

Did you incur moving expense due to a change of employment? 

Did you engage the services of any household employees?