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 BE PREPARED 

BASICS

Have ready the following:

 

Required Information:
 

  • W-2s

  • 1099s

  • Interest Paid

  • Interest Earned

  • Property Tax Paid

  • DMV Oaid

  • Stock & Dividend Information

  • Partnership K-1s

  • Settlement Statements on house or any real estate purchase For homebuyers credit signed HUD

  • Charitable Contributions, Cash/Non-Cash, Volunteer Miles

  • Medical Insurance

  • Out Of Pocket Medical

  • Moving Expenses

EXPENSES

Have ready the following:
 

For Home Office:

  • Rent

  • Utilities

  • Security

  • Renter Insurance

  • Repairs

  • Cleaning, If over $1600 may need to file employment forms please ask

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Auto Information:

  • Insurance

  • DMV

  • Repairs

  • Mileage And Dates

  • Gas

  • AAA, Car Washes

  • Auto Lease, and Rent

  • Oil Change Receipts

​

Equipment Purchased:

  • Description

  • Date Purchased

  • Cost

​

Office Furniture Purchased:

  • Description

  • Date Purchased

  • Cost

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Travel:

  • Where Went

  • Dates

  • Purpose

  • # Days Away

  • Trainee Log

  • Appointment Book

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