• Copy of your 2009 tax return (unless we already have a copy or prepared the return last year)
• Any notices or correspondence you received from the Internal Revenue Service, your state or City or other taxing entity.
• Social Security number and date of birth for yourself, your spouse and your dependents.
• Physical Address, Email Addresses for all and telephone numbers- cell, land, and fax.
• All W-2 Forms from all employers you and your spouse received in 2010.
• Savings and Investments reporting forms including Form 1099-INT, Form 1099-DIV, Form 1099-B, Form 1099-S or Schedule K-1
• Statements of income from retirement distributions or Social Security Payments including Form 1099-R or Form 1099-SSA
• Records of other income including but not limited to Unemployment, state tax refunds, Gambling Income and losses, Spousal Support/Alimony received, jury duty, Hobby Income and expenses, Prizes and Awards.
• Closing documents on any Real Estate Transaction you had during the year, including refinancing or foreclosure
• Any Cancellation of Debt, Form 1099-A or 1099-C
• Any Spousal Support/Alimony you paid and the social security number of the recipient.
• If you are a K-12 Teacher, record of any unreimbursed classroom expenses
• Health Savings Account contributions and distributions, Form 1099-HSA
• Traditional IRA or Roth IRA contributions/year end values reported on Form 5498 or your December 2010 statement.
• Moving Expenses if you moved more than 50 miles for business during the year (even if you were reimbursed). Include costs for moving and storing your stuff and moving and storing yourself.
• Tuition, fees paid and costs of required books, supplies and equipment and Form 1098-T and college attended.
• Student Loan Interest paid

• CREDITS
• Dependent Care Expenses, including the amount paid, the provider’s name, address and tax ID number
• Adoption Expenses if you adopted a child in 2010.
• Residential Energy Credits- including costs for insulation, high Efficiency windows, doors, water heaters, furnaces, air conditioners, heat pumps

• BUSINESS, RENTAL AND FARMING INCOME
• The Books/accounting records for your business, including all income and expenses, in whatever format you keep your records.
• Records of all major purchases such as machinery, equipment, furniture including date of purchase and item that was purchased
• Inventory records (beginning and ending inventory and purchases)
• Mileage logs, including total annual mileage and business mileage for any vehicles with business use
• For Self-Employed people, health insurance premiums paid for owner and family, including adult children under 27 years.
• If you need guidance in organizing this information, please check our website for worksheets.

• ITEMIZED DEDUCTIONS
• Medical expenses (co-pays, doctors, dentists, glasses, prescriptions, and medical mileage)
• Health Insurance payments, including payments for COBRA
• State and Local income taxed paid (not those withheld)
• If you purchased a new car in 2009, any sales tax, licensing or registration paid in 2010.
• Mortgage Interest paid, including Form 1098
• Mortgage Insurance paid (at closing or reported on Form 1098)
• Investment Interest expenses-margin account interest or interest on investment property
• Total Cash Charitable Donations –We do not need to see the documentation but you need to make sure you keep it with your records.
• Records of non- cash Charitable donations including items donated, receiving charity, date and value of donation
• If you donated a vehicle, Form 1099-C
• Details of any Casualty Loss or Theft
• Union Dues, Job Hunting Expenses, Unreimbursed Employee Expenses and Investment Expenses, including tax preparation, safe deposit box fees, investment advisors

Client Organizers: We will begin posting an online Web Client Organizer to our secure web portal the second week of January and each client will receive an email with instructions. The organizer can be filled out online and sent back to us with attachments or it can be used as a guide. We can also send organizers as .pdf files attached to an email and on paper- whatever works for you!