• Most recent (Tax year 2009) Federal and State Tax Returns (for new clients only)
• Form W-2 Wage statements for you and your spouse, if applicable
• Contractor / Self employment income and expense details, including copies of all 1099-MISC forms you received.
  
• 1099INT, 1099B and/or 1099DIV Forms received from financial institutions for any savings accounts, mutual funds, or stocks that paid you dividends or interest during the year 2010.
• If you received any alimony in 2010, Name of Payor & Social Security # and Amount received.
• Form 1099 G, if you have any unemployment compensation in 2010.
• SSA-1099 Forms if you have received any social security benefits in 2010.
• 1098 Forms or your year end mortgage statement and Property Tax receipt.
• Closing statement, if you bought a house in 2010.
• Summary of all medical expenses.
• Summary of Charitable Contributions during 2010. You must keep a record of the cash contribution, regardless of the amount.
• Dependent Information: Full Name, Date of Birth, Social Security #, Relationship and Months Lived at Home.
• Year end Brokerage Statement, 1099B and details of Stocks, Bonds, Mutual Funds or other property purchased or sold during 2010.
• Details of distribution from an IRA, Pension, 401(k) or other annuity in 2010.
• Moving expense sheet if you have moved more than 50 miles for job purposes.
• Other Job related expenses  such as un-reimbursed job related travel expenses, Job search expenses, professional membership, tax preparation fees etc.
  
• Bank Account and Routing number if you are expecting a refund and want to directly deposit it into your checking or savings account.

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