Prepare for Your Tax Preparation Consultation

Please gather the following applicable documents:

  • Your Social Security Number and Birthday
  • 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)
  • Cash Receipts
  • Form(s) 1099 (Income Received)
  • Contractor/Employee Payments Made
  • Tax Notices
  • All Other Relevant Documentation