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Personal Return Tax Checklist
Personal Information
Your Social Security Number(SSN).
Your Spouse's full name and SSN.
Amount of any alimony paid and Ex-spouses SSN.
Add your 2008-2012 tax returns.
Returns may be checked for consistency.
Education Payments
Bills or other necessities(paid) from institution.
1098-T and 1098-E forms, if received.
Scholarships and(or) fellowships.
Other people on your Return.
DOB and SSN of all present.
Childcare records(including Providers info).
Approximate income of other adults in the house.
Form 8332, copies of divorce decree, child claim.
Employee Information
W-2 Forms
Self-Employment Information
1099-MISC Forms, Schedules K-1.
Records of all expenses (CC statements,etc.)
Business-use asset information for depreciation.
Office, In-home information.
Vehicle Inforomation
Total miles driven in the year.
Total business miles driven that year.
Amount of parking and tolls paid.
Claim receipts, gas, tax, expenses, etc.
Rental Income
Records of income and expenses.
Rental asset information for depreciation.
Savings and Investments
Interest, dividend income (1099-INT,OID,DIV).
Income(sales of stock) or other property(1099-B,S)
Dates of acquisition and records of your cost.
Retirement Income
Pension/IRA/Annuity income(1099-R).
Social security/RRB income (1099-SSA,RRB)
Other Income
Unemployment, state tax refund (1099-G).
Gambling Income.
Amount of any alimony received w/ ex-spouses name.
Health care reimbursements (1099-SA,LTC) .
Jury duty records.
Hobby income and expenses.
Prizes and awards.
Other 1099.
Itemizing Deductions
1098 form or other mortgage statements.
Amount of state/local income tax paid.
Real estate and personal property tax records.
HUD statement showing closing date of home bought.
Cash donated to church,organizations,etc.
Records of non-cash charitable donations.
Amounts paid to health care insurances.
Amount of miles driven for charitable purposes.
Expenses related to your investments.
Amount paid from your previous year return.
Employment-related expenses.
Job hunting expenses.
IRA Information
Amount contributed for 2012.
Traditional IRA basis.
Value of IRA's on Dec. 31,2012.
If you were affected by a federally declared disaster
City/country you lived/worked/had property in.
Record to support property losses.
Records of rebuilding/repair costs.
Insurance reimbursements/claims to be paid.
FEMA assistance information.
Check FEMA site for individual assistance.
About Us
Our company is based on the belief that our customers' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
1021 West Broad Street
Bethlehem, Pa 18018
Mon, Tues & Thurs: 10AM - 8PM
Wed & Fri 10AM-7PM
Sat: 10AM - 4PM
Sun: Appointment Only
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