What To Bring
Income
Forms W-2 from all employers
Interest income – Form 1099-INT
Dividend income – Form 1099-DIV
Proceeds for sale of stocks, bonds – Form 1099-B
Self employed income and expenses
Rental property income and expenses
Unemployment income – Form 1099-G
Social security income – Form SSA-1099
Sale of residence (typically not taxable but still reported)
Sale price, purchase price, cost of major improvements
Prizes and awards Form 1099-MISC
Gambling and lottery winnings Form W-2G
Expenses
Student loan interest paid Form 1098-E
College expenses of dependent child
Moving expenses
Day care
Traditional IRA contributions
School related expenses for children in K-12th grade (supplies, tuition, tutoring, drivers education fees, music lessons and musical equipment).
Clothes, sports, sports supplies are not deductible.
Itemized Deductions
Medical expenses paid
Car tabs paid
Mortgage interest Form – 1098
Property taxes paid
Closing statement if sold or purchased a house
Charitable contributions cash or check
Non-cash contributions
Men’s clothing
Women’s clothing
Children’s clothing
Household item’s
Work related expenses
Estimated tax payments made
“Thanks for doing an outstanding job. Your payroll and financial planning services have helped take the pressure off running this business.”
“We have been using ASI since January 2005 and have had a great working relationship. It is easy to get questions answered and Brad has been very helpful ensuring our payroll and bookkeeping have gone smoothly.”
