• Copy of last year’s Federal and State tax returns (only for new clients)
• Income/Wage statements:
  • W-2’s
  • 1099’s
  • Alimony received or paid 
  • Brokerage account year-end statements
  • Rental property income and expenses
  • Partnership, S Corp, trusts, or estate yearly statements
  • Pension or retirement income statements
  • Social security income yearly statement
  • Unemployment income yearly statement
  • State income tax refund statement
• Car, motor home, and boat registration paperwork
• Donation receipts
• IRA contributions
• Child care expenses and provider information
• Medical expenses
• State taxes paid
• Un-reimbursed employment-related expenses
• Job-related educational expenses
• Casualty or theft losses
• Foreign income received
• Foreign taxes paid

 
Homeowners

• Mortgage interest year-end statement
• Home equity year-end statement
• Property tax information
• If you sold your home, sales information and details

Businesses Owners

• Income and expense reports
• Mileage logs for autos
• Receipts for business assets purchased
• Business use of home

Students

• Tuition and education fees
• Student loan information
• Grants and scholarship information