• Copy of your 2008 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.
• All W-2 Forms from all employers you and your spouse received in 2009.
• 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 Kx12 Teacher, record of any unreimbursed classroom expenses
• Health Savings Account contributions and distributions, Form 1099- HAS
• Traditional IRA or Roth IRA contributions/year end values reported on Form 5398
• Moving Expenses if you moved more than 50 miles for business during the year (even if you were reimbursed)
• Tuition, fees paid and costs of required books, supplies and equipment and Form 1098-T
• Student Loan Interest paid

• BUSINESS, RENTAL AND FARMING INCOME
  • The Books/accounting records for your business, including all income and expenses
  • Records of all major purchases such as machinery, equipment, furniture including date of purchase
  • Inventory records (beginning and ending inventory and purchases)
  • Mileage logs, including total annual mileage and business mileage for any vehicles with business use.

• 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
  • Mortgage Interest paid, including Form 1098
  • Investment Interest expenses
  • Total Cash Charitable Donations
  • Records of non- cash Charitable donations including items donated, receiving charity, date and value of donation
    • If you donated a vehicle, Form 1098-C
  • Details of any Casualty Loss or Theft
  • Union Dues, Job Hunting Expenses, Unreimbursed Employee Expenses and Investment Expenses, including tax preparation and safe deposit box fees

• CREDITS
  • Dependent Care Expenses, including the amount paid, the provider’s name, address and tax ID number
  • Residential Energy Credits- including costs for insulation, high Efficiency windows, doors, water heaters, furnaces, air conditioners, heat pumps. (For Oregon credit, you must file an application with the Oregon Department of Energy.)

Client Organizers: Emails with the secure web portal link and instructions are sent in early January of each year. If you are a Macintosh User (or have an older version of Windows), it is best to access the portals through Mozilla Firefox browser. 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 and on paper- whatever works for you!