Tax Preparation

Preparation of annual income tax returns including:

  • Individuals
  • Sole Proprietorships
  • Partnerships
  • Corporations

Here's a list of potential information and documentation that may be necessary to complete an income tax return:


  • Full Name, Social Security Number, Date of Birth
  • Spouse Full Name, Social Security Number, Date of Birth
  • Dependents Full Name, Social Security Number, Date of Birth
  • Address
  • Copy/Picture of Driver’s License or State Identification (Filer & Spouse)

What is your filing status? 

  • Single
  • Married filing jointly
  • Married filing separately
  • Head of Household   
  • Qualifying widow(er) with dependent child


  • All W-2s and 1099s received
  • Do you own a business and/or rental property?
    • Sole proprietor/Independent Contractor
      • Total revenue
      • Total expenses broken into categories (such as payroll, utilities, rent, supplies, etc) except vehicle expenses
      • Vehicle expenses
        • Year, make and model
        • Total number of miles driven
        • Total business miles driven
        • Do you have another vehicle for personal use?
        • Was the vehicle available for personal use during non-business hours?
        • Do you have written mileage logs?
        • List of expenses related to business vehicle
    • Partnership
      • Form 1065 Schedule K-1
    • Landlord
      • Full address of rental property
      • Total rental income
      • Total expenses broken into categories (advertising, property taxes, maintenance, etc)
  • Did you sell any stocks/bonds
    • Form 1099-B

Deductions and Credits

  • Expenses related to being a teacher
  • Contributed to a health savings account
    • Form 1098 required
  • Relocated for employment
  • Paid alimony
    • Recipient’s social security number
  • Student loan interest
  • Medical expenses paid
  • Real estate taxes assessed and paid
    • Copy of tax bill required
  • Health insurance premiums
  • Home mortgage interest, points and insurance premiums
    • Form 1098 required
  • Charitable contributions made to charity
    • Out of pocket expenses for charity work performed
  • Unreimbursed employee expenses
  • Previous year’s tax preparation fees
  • Dependent care expenses
  • College education tuition and fees
    • Form 1098-T required
  • Traditional and/or Roth IRA contributions
  • Monthly rent paid
    • Name and address of landlord required

Documentation List


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