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)

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

The IRS HAS CONFIRMED THAT THEY WILL START ACCEPTING EFILE RETRUNS

JANUARY 24, 2022

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

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