Mini Organizer.

What do you need to bring to me when you come by for your appointment?

The name (that is on the social security card), address, phone number, email, birthday and social security number of everyone on the tax return. Did you move? Did you change anything? Phone, address, email, etc. If you are a new customer you should bring the actual social security card of everyone so I can make a photo copy of it. That is the biggest error factor on tax  returns. Did you make a pension contribution, IRA or otherwise? Did you inherited anything other than cash? If you inherited a pension or an IRA you owe taxes? If you've got property and than sold it you owe taxes. Here are the biggies:

DID YOU BUY OR SELL A HOUSE!

W2, 1099Int, 1099Divd, 1099Misc, 1098Mortgage, Property taxes if not on the 1098. Interest from bank checking and savings even if they did not send you a statement. It is your responsibility to ask for such document. 1099B which is a stock or bond sale. When did you get that stock and how much did you pay for it?

Child Care. I need the name, address and federal ID number of the person who provided the care and the amount paid to that person.

Do you have a rental? List the address, income and expenses. Same with a farm or self-employed people.

Self-Employed bring finished numbers for income and expenses. Look at last years return for Form Schedule C. It has an alphabetical list of all the income and expenses. Miles, Miles, Miles. How many? New equipment purchases? Payroll? Bring the Payroll Reports. Check out the Self-employed Organizer.

 If you need one I will mail it to you or copy it to .PDF and email it to you. You can have a custom one based on last years tax return. You can copy and paste this into a word document and print it for your own use. For a more detailed organizer click on the official Mini Organize or the Self Employed, Farmer, Rental Organizer

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