FAQ - Information for Clients

What to Provide...

Please provide ALL records of income EVEN IF YOU THINK IT'S NOT TAXABLE! The IRS is doing a more thorough job of matching Schedule D (stock transactions) and 1099 (dividends & interest) than ever before; sometimes with surprising results for taxpayers. We will help you to determine if the items need to be reported or not. 

WHAT Else?

Don't forget your W-2s, 1099s, 1095s, stock details, mortgage interest, charitable contributions, medical expenses, settlement sheets, real estate taxes paid, child care expenses, social security numbers of all children (including infants), bank routing numbers for direct deposit, and self-employment income and expenses. Please provide ALL records of income, EVEN IF YOU THINK IT'S NOT TAXABLE! We will help you determine if the items need to be reported or not. For a more extensive list of the things to make sure you have with you, refer to our Tax Info Checklist. And, if you are a new client, don't forget a copy of last year's return and please complete our New Client Info Checklist. If you are self-employed, have non-reimbursed employee business expenses or have rental property, please review our Business Expenses Worksheet. All tax clients should complete the following paperwork: Engagement Letter, Consent to Use, Consent to Disclose (Avantax clients only), and Client Tax Information.