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Serving Central Texas Since 1967


Tax Preparation Checklist for Individuals

As Certified Public Accountants we are ethically bound to help you pay the lowest tax you are legally required to pay. This list will help us do our job. It is a concise, though not exhaustive, outline of some of the documents we will need when we meet with you.

- A copy of last year's Federal and State tax returns

- All statements of income, such as:

  • W-2's
  • Interest and Dividend statements (Form 1099)
  • Pension income amounts including Social Security
  • Individual Retirement Account contributions or withdrawals
  • Unemployment income statements
  • Trust, "S" corporation, and/or Partnership income amounts (Form K-1)

- Amount of mortgage interest and points paid (Form 1098), real estate and property taxes paid, sales tax paid on motor vehicles, charitable donations (both cash and non-cash) and "out-of-pocket" medical expenses

- Records of childcare expenses including amounts (by child) and payee's name, address and identification number

- Lists of any job related expenses, such as:

  • Moving expenses (if your move was job related)
  • Tools and other equipment such as computers, etc.
  • Safety clothing and uniforms
  • Professional books, journals, dues, union dues, etc.

- Amounts of any estimated tax payments

- Details of any capital gains transactions

- If you own rental property or a small business, we will need to see the records pertaining to the property or business

- Details of any related party transactions

For more information, contact us today.