GREG'S TAX SERVICE

 Last year’s tax return (new client) 

 Social Security numbers and dates of birth for all dependents 

 W-2 form for wages 

 1099 forms for interest, dividends, retirement, social security, unemployment, and other income 

 Year end statements from brokerage accounts 

 Self-employment income and expense 

 Rental income and expense 

 K-1 forms from partnerships, corporations, and estates 

 All other statements of income 

 Purchase and sale information for anything sold during the year 

 IRA year end statements 

 Child care provider’s name, address, social security number, and amount paid 

 Medical Expenses 

 Records of estimated taxes paid 

 Records of property taxes paid 

 DMV Registration fees paid 

 1098 forms for mortgage or student loan interest 

 Donations of money to charity 

 Donations of property to charity 

 Volunteer and coaching expenses and mileage 

 Amounts paid for higher education 

 Job related expenses 

 Investment related expenses