Your Spouse’s Social Security Number and Birthday (if Married and Filing Joint)
Social Security Numbers and Birthdays for Any Dependents
Business Name, Address and EIN (if Applicable)
Your Prior 2 Years Tax Returns
Copies of Tax Notices Received
Documents needed for personal tax return preparation include:
Income Information
W-2 Forms From All Employers You (and Your Spouse, if Filing a Joint Return) Worked for During the Past Tax Year.
1099 Forms
Investment Income Information (Including: Interest Income, Dividend Income, Proceeds From the Sale of Bonds or Stocks, and Income From Foreign Investments).
Income From Local and State Tax Refunds From the Prior Year
Schedule(s) K-1, From Partnerships, S-Corporations, Estates or Trusts
Unemployment Income
Rental Property Income
Social Security Benefits
Miscellaneous Income (Including: Jury Duty, Lottery and Gambling Winnings, Form 1099-MISC for Prizes and Awards, and Form 1099-MSA for Distributions From Medical Savings Accounts)
Income Adjustments
Homebuyer Tax Credit
Green Energy Credits
IRA Contributions
Mortgage Interest (Form 1098)
Student Loan Interest
Medical Savings Account (MSA) Contributions
Self-Employed Health Insurance
Moving Expenses
Legal Documents Pertaining to the Close of Sale or Purchase of Real Property
Ad Valorem Tax
Home Office Information
Credits and Deductions
Education Costs
Childcare Costs
Adoption Costs
Charitable Contributions/Donations
Casualty and Theft Losses
Qualified Business Expenses
Medical Expenses
Documents needed for business tax return preparation include:
Federal Tax Identification Number – Provide a Copy of the IRS Correspondence Assigning a Federal Tax Identification Number to the Business if Possible
Corporate Documents – If the Business is Incorporated, Provide a Copy of the Incorporation Documents Showing the Legal Name, State of Incorporation and Date of Incorporation.
Prior Year Tax Return – If the Business Has Filed a Tax Return in the Prior Tax Year, Which Was Not Prepared by Togba & Associates, LLC, Please Provide a Copy of the Federal and State Tax Returns Filed for the Business for the Prior Tax Year.
Income Statement & Balance Sheet – If You Have Not Already Prepared These Documents Yourself Please Forward Banking Access Information or the Year’s Business Bank Statements so That These Documents Can Be Prepared.
Assets – Listing of Assets Purchased and When.
Business Loan Information – Copy of Bank or Other Statements Showing Any Loan Balances As of Yearend and Interest Paid During the Tax Year.
Partner/Shareholder Information – Name, Address Social Security and Ownership Percentage of All Partners/Shareholders (or Statement That Ownership Is Same As Prior Year)
Ownership Changes – Statement About Any Changes to the Ownership Structure During the Year (Additions, Withdrawals or Other Changes in Owners or Ownership Percentage)