1.    COPY OF LAST 2 YEAR’S COMPLETED INCOME TAX RETURNS. (If I didn’t prepare your return last year.) Your return cannot be prepared without a copy of last year’s return.

2.   PERSONAL DATA:
_____  Social Security # for you, Spouse, Children & Anyone else you are claiming on return
_____   Birthdates for you, Spouse, Children & Anyone else you are claiming on return.
_____ Driver’s License or State of MI ID

3. EMPLOYMENT & INCOME DATA:
_____   Wage Statements  (W-2 Forms)
_____   Unemployment Compensation (1099G)
_____   Workman’s Compensation
_____   1099MISC Forms if Self-Employed
_____   Veterans Pension & Disability Pay Statements

4. INVESTMENT INCOME:
_____   Bank or Credit Union Interest (1099INT)
_____   Interest Income (1099INT)
_____   Dividends Income (1099-DIV)
_____   Proceeds from sale of Stocks, Bonds & Mutual Funds – Form 1099-B
_____   Year End brokerage statements showing Cost Basis for Buying Stocks, Bonds & Mutual Funds     
_____   Schedule K-1 Form 1065 from investments in Partnerships
_____   Schedule K-1 Form 1120S from investment in S–Corporations
_____   Stock Option agreement & statement showing grant & exercise price of Options
_____   Sale of Employee Stock Purchase Plan Shares (1099B)

5. RENTAL INCOME PROPERTY:
_____   List of Rental Income & Expenses
_____   Rental Property Taxes, Utilities, Insurance, and Mortgage Statements
_____   Purchase papers for rental (Must show date purchased & amount)
_____   Prior Depreciation Schedule (maybe obtained from previous Accountant)
_____   List of Improvements & Repair Expenses made to the property in the last year.
_____   Advertising Expenses, Cleaning & Maintenance Expense
_____   Professional Fees (Accountants & Attorneys)
_____   Travel Expenses (Mileage log book required)

6. OTHER INCOME:
_____   Social Security / Railroad Retirement Benefits Statement
_____   Alimony Received
_____   Jury Duty Pay
_____   Gambling & Lotto Winnings (Loser Ticket and Casino Statements if won)
_____   Pension, Annuity Statements & IRA Withdrawals (1099R)
_____   State & Local Income Tax Refunds from previous year (Form 1099G)
_____   Lawsuit Settlement

7.    ADJUSTMENTS TO INCOME:
_____   Alimony Paid (including Social Security # to Whom Paid) Divorce Decree Required
_____   Student Loan Interest Statements
_____   IRA Contributions
_____   Roth Contributions for basis
_____   Self Employed Medical Insurance
_____   Educator & Teacher Expenses
_____   Keogh & SEP Plan Contributions

8.    MEDICAL & DENTAL:
_____   Medical, Dental & Optical, Long Term Disability Insurance Premiums 
_____   Medicare Insurance Premiums if over 65
_____   Drug Prescriptions (List may be obtained free from Pharmacist)
_____   Doctors, Dentists, Hospitals, Clinics, Lab Work & Medical Supplies Bills
_____   Glasses, Contacts, Hearing Aids, & Medical Equipment
_____   Mileage Records for Medical, Dental, Pharmacy & Optical Services (24¢ per mile)

9.    TAXES:
_____   State & Local Income Taxes paid in last year.
_____   Foreign Taxes Paid
_____   Registrations for Cars, Motorcycles, Boats, Trailers, Snowmobiles, ATV’s & Campers
_____   Estimated payments made to the IRS or State of Michigan. (Cancelled checks)

10.   HOMEOWNERS & RENTER DATA:
_____   Mortgage Interest Statements on Home & Vacation property Form 1098
_____   Home Equity Loan Statement
_____   Property Tax Statements & Taxable Value Statement
_____   Refinance papers & Interest statements (If you refinanced your mortgage or took out  Equity loan)
_____   Purchase papers – If you bought new home or paid any points or Received a 1099A or 1099C Form (see below)
_____   Sale papers if you sold your home or vacation property
_____   Rent paid Name & Address of landlord or lease agreement if claiming Property Tax Credit

11.  CHARITABLE CONTRIBUTIONS:
_____  Cash donations to Churches & Charitable Organizations (Receipt required)
_____  Clothing, Goods & Services donations Example (Purple Heart, Salvation Army (Receipt needed)
_____  Gas Mileage expense if using car for charity work not reimbursed. (14¢ per mile)
_____  Car Receipt from donation charity showing disposition of vehicle

12.  CASUALITY & THEFT LOSSES:
_____  (In Excess of Insurance Reimbursement)
_____  Insurance Report Required
_____  Police Report for theft Loss, Must provide list of all items stolen or lost

13.   MISC EXPENSES:
_____  Required Work Clothing, Uniforms, Tools & Safety Equipment,
_____  Union Dues
_____  Licenses required for Occupation.
_____  Mileage records if you use your vehicle for work
_____  Unreimbursed travel expenses required by job (56.5¢ per mile)
_____  Education required maintaining current job and Job Hunting Expenses
_____  Tax Return Prep fees (if I didn’t prepare your last year’s return)
_____  Investment Account Expenses (IRA FEES if check was written)
_____  Safety Deposit Box fees

14.  EDUCATION CREDITS:
_____  Tuition & Fees receipts or College Statements for any classes you have taken in last year.
_____  Any withdrawal from Education IRA Account/ Cloverdell Savings Account
_____  MET Contract Papers or Student Loan interest Statements.
_____  MESP Contributions

15.  CHILD CARE COSTS:
_____  Childcare providers name, address and Tax ID
_____  Invoice Statement or Cancelled checks

16.  If you Short Saled, or Turned the keys into the Lender or went through foreclosure for your home, or any other property, please call before scheduling an appointment or dropping off paperwork.

If you have a small business or have a Corporation, Partnership or LLC, please call prior to scheduling an appointment.

ANY NOTICE OR LETTER FROM THE IRS OR STATE OF MICHIGAN OR OTHER TAXING  

AUTHORITY THAT YOU RECEIVED WITHIN THE LAST TWO YEARS.
CASH DONATIONS – SPECIAL DEDUCTION This Year