2021 Expert Accounting: What to Bring Checklist
Please have this information available when filling your 2021 Taxes


PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

Name

Date of Birth

Social Security Card /ITIN/ATIN

Proof of Residency for each Child claimed

Valid Driver's License

Bank Routing and Account number


INCOME AND TAX INFORMATION:

W-2's

Interest (1099-INT or substitute)

Dividend Slips (1099-DIV or substitute)

Stock Sales (1099-B or Broker Statement)

Self-Employment Income and Expenses

Sale of a Personal Residence

Rental Income and Expenses

Sale of any Business Assets

Gambling or Lottery Winnings
State Income Tax Refund

Pension Income (1099-R)

Estimated Taxes Paid

Social Security or Railroad Retirement
IRA or 401(k) Distribution

Unemployment Compensation
Miscellaneous Income (1099-MISC)
Foreign Income Statements / Letter


DEDUCTIONS/ADJUSTMENTS:

Medical Expenses

Real Estate or Personal Property Taxes

Mortgage Interest

Charitable Contributions
Employee Business Expenses

Gambling Losses

Moving Expenses

Traditional IRA Contributions
Higher Education Expenses

Educator Expenses (1099-T form)
Student Loan Interest


TAX CREDITS:

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

Adoption Expenses

Retirement Savings Contributions
EIP Credit Letter Received from the IRS (stimulus payments)

Below is a list of Tax Documents you may need to bring in please look over the list.

Before making your appointment, please make sure you have all your documents.  This includes all W-2's, unemployment documents, child proof, tuition (1098-T), medical documents, social security forms.  If you are missing documentation this will result in a cancellation of appointment.  

APPOINTMENT scheduling FOR TAX SEASON

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313-581-8210

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