Below are some general checklists of items that may be required to prepare your tax return. These lists are not all-inclusive and not all items will apply to everyone.
All new clients should provide a copy of their previous year's tax return and a copy of their driver's license (and spouse if filing jointly)
**** For tax year 2021, please provide the amount of stimulus #3 received (most common is $1,400 per person) and the amount of Child Tax Credit Prepayment received ****
If your marital status, address, dependents, or banking info has changed from the prior year, please let us know
Less Common Items:
Here are a few key expense items you may want to consider.
This list is NOT all-inclusive: