​​​​​​​​​​​Simple Accounting

A few things to bring:

Personal Information:

• Completed Client Tax Planner

• Last year's tax return (if we didn't prepare it)
  

• SSN or ITN, full names, and birth dates for each person included on your return (for children # of months spent at home)
  

• Photo ID for you and your spouse
  

• Bank account information if you would like to use Direct Deposit
  

• Daycare information for your children, including how much was paid for each child and the name, SSN or EIN, and address of the daycare provider
  

• Stimulus payment received for you and your family
  

• Cost of windows, insulation, furnace, water heaters, solar panels qualifying for credit​
  

Income/Retirement/Investments:

• All forms that say W2, 1099, 1098, SS, or Schedule K1
  

• Account of alimony received or paid and ex-spouse's SSN (do not include child support)

• Interest and Dividend income statements
  

• Stock sale statements and initial purchase price of anything sold (basis)
  

• Profit & Loss statement for any Rental Properties or Businesses that you own.  (See Business Information for further help)
  

• Records of any contributions you made to any IRAs or retirement plans outside of work.​
  

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Deductions:

• From 1098 - mortgage interest
  

• Property tax statements
  

• Total of Charitable contributions given in money
  

• Total of charitable contributions given in non-cash donations (DI, Goodwill, etc)
  

• Total of medical and dental expenses paid out of pocket (These can only count if they are very large - over 7.5% of your income.  So, if your expenses are minimal, you don't need to bother totaling them.  Do not count pre-tax premiums paid through your employer)
  

Education:

• Form 1098-T for you or any dependents with higher education expenses (find on school website)
  

• Amount of tuition and expenses paid for higher education, including books and supplies (K-12 expenses do not qualify.  Housing expenses do not qualify.)
  

• Student Loan interest statements
  

Healthcare:

• Form 1095-A, if you are enrolled in an insurance plan through the Marketplace (Find at Healthcare.gov)
  

• HSA Forms 5498 and 1099-SA, showing contributions and distributions from your account.  You may need to login online to your HAS and print theses.
  

Business and Rental Property Checklist

• Business Name
  

• Federal ID Number
  

• Name, Birthday, SSN, Address & Phone number of each owner
  

• Profit & Loss Statement (This is a list of your total income and expenses by category.  See example on the Business info Sheet). 
  

• Balance Sheet (only if your revenue was over $250,000).
  

• List of any depreciated property that was sold during the year.
  

• List of any new large equipment or capital that was purchased during the year
  

• Mileage (Total mileage and business use of vehicles)
  

• Home office and total sq. footage, utilities paid, cell phone costs
  

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Rental Properties

• Rental Address
  

• Purchase price (for new properties)
  

• Profit & Loss Statement for each property (See example on the Rental Info Sheet).
  

• Closing documents for any properties sold during the year

• Mileage (Total mileage and business use of vehicles)