Here are some tools & resources to help you along the way

Pre-Appointment Checklist

  • Copy of last year’s return
  • W-2’s
  • Interest & Dividend Income
  • Stock Sales or Broker Statements
  • Self-Employment Income & Expenses
  • Sale of Personal Residence & Re-Finance Papers (HUD-1’s)
  • Rental Income & Expenses
  • Gambling & Lottery Winnings
  • State Income Tax Refund
  • Pension Income
  • Estimated Taxes Paid
  • Social Security Year-End Statement
  • IRA or 401(k)Distributions & Contributions
  • Unemployment Compensation
  • Medical Expenses
  • Real Estate Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Employment-Related Moving Expenses
  • Childcare Expenses
  • Higher Education Expenses

Tax Organizer

Financial Calculators

Refund Tracker