To help you save time and money, review the following list before meeting with me for your income tax preparation. If you have received any of the items listed below, have them available when we meet to assist me in making your tax interview more effecitive and efficient. This will enable me to prepare your income tax return with all necessary information to obtain the largest allowable refund for you.

• Last Year's Federal and State Tax Returns
• Driver’s License(s)
• Social Security Card(s)
• Dependents’ Social Security Numbers & Dates of Birth
• Wage Statements - Form W-2
• Pension or Retirement Income - Form 1099-R
• Interest Income - Form 1099-INT
• Dividend Income - Form 1099-DIV
• State Income Tax Refund Amount - Form 1099-G
• Social Security Income - Form SSA-1099
• Unemployment Income - Form 1099-G
• Commissions Received/Paid
• Information on sales of Stocks or Bonds - Form 1099-B
• Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
• Lottery or Gambling Winnings - Form W-2G
• Lottery or Gambling Losses
• Income and Expenses From Rentals
• Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1

• IRA Contributions
• Alimony Paid or Received
• Child Care Expenses & Provider Information
• Medical, Eye Care, and Dental Expenses
• Record of Purchase or Sale of Residence
• Mortgage or Home Equity Loan Interest Paid - Form 1098
• Real Estate and Personal Property Taxes Paid
• State or Local Sales Taxes Paid
• Unreimbursed Employment-Related Expenses
• Job-Related Educational Expenses
• Cash and Noncash Charitable Donations - New Rules for filing year 2007!
• Educator Expenses
• Tuition and Education Fees - Form 1098-T
• Student Loan Interest - Form 1098-E
• Casualty or Theft Losses
• Estimated Taxes
• Foreign Taxes Paid