Contact
Gayle Accounting to make your appointment today.
To ensure the
highest quality of tax preparation, please fill out this
form. We also recommend bringing the following information with you
to your appointment.
PERSONAL DATA
- Social Security Cards (including self, spouse
& children)
- Driver License or ID Card
- Child Care Provider: Name, Address, Tax ID# or SSN, &
amount paid
- Education Expense: 1098 T
- Prior Year's Taxes
- Stimulus Rebate Amount
ADJUSTMENTS
- Student loan interest paid
- IRA
contributions
- Early withdrawal penalties
- Moving expense
ITEMIZED
DEDUCTIONS
- Mortgage Interest Statement: form(s) 1098
- Real
Estate Taxes Paid
- Personal Property Taxes: Ad Valorem
- Charitable
Donations
- Church Tithes & Offering
- Unreimbursed Job
Expenses
- Unreimbursed Volunteer Expenses
- Unreimbursed
Medical Expenses
SELF-EMPLOYMENT
DATA
- Business Income: form(s) 1099 MISC and/or own
records
- Partnership Income: Schedules K-1
- Business-related
expenses: receipts and other documents
- Employment taxes &
other estimated business taxes paid for current tax year
- Tax ID
number or Incorporation paper
EMPLOYMENT &
INCOME DATA
- W-2 forms for this year
- Unemployment
compensation: forms 1099-G
- Miscellaneous income including
rent: form(s) 1099-MISC
- Pensions and Annuities: form(s)
1099-R
- Social Security Benefits: form(s) SSA 1099
- Partnerships
& S Corporations: Schedule K-1
- State and Local Income
Tax Refunds: form(s) 1099-G
- Gambling and Lottery winnings:
form W-2G
- Interest Income: 1099 INT
- Dividend
Income: 1099 INT
