Names, birth dates, and social security numbers for yourself, spouse and all dependents if you are a new client or if dependents are not in our computer system.

• All sources of income (W-2’s, or 1099’s, including dividends)
• Stock information (bought & sold)
• Mortgage interest statement (1098’s)
• Taxes paid on home mortgage
• Donation receipts (cash & non-cash, i.e. clothes, furniture, etc.)
• Education credit expenses
• Childcare expenses (including care providers SS#, or employer ETD#)
• Bank account information (account number & routing number)
• Escrow papers (if you bought, sold or refinanced your home during the tax year)
• Car license fees (if you itemize on the long form)
• Union dues (if you itemize)
• Bill of Sale (if you bought a boat, car, motorcycle, motor-home, or other special item)
• Employee business expenses (any receipts if you bought anything for work, if you itemize)
• Office-in-home expenses (total sq feet of home, utilities, insurance, and other expenses)
• Rental income & expenses
• Estimated taxes paid during the tax year including the January installment

 

Thank you,

J's Tax Service

916 363-8734

916 363-8742 fax