Things you need to bring to your Tax Appointment

For all New clients bring:

  • Last year's tax returns

  • Birthdates and social security numbers for every member of your household

All clients

  • Current year's W-2s, 1099s,

  • Mortgage Interest statement (1098) and real estate tax paid

  • Any K-1s issued

  • Cost basis of securities sold during the year, including purchase date

  • Income and expenses of rental property

  • Income and expenses of sole proprietor businesses

  • Statement of charitable contributions made during the tax year

  • Miles driven for business purposes

  • Statement of childcare expenses

  • Statement of tuition paid to accredited colleges

  • Statement of tuition paid to private school (K - 12th grade)

  • List of estimated taxes paid to IRS and states

 

JL Accounting, Inc
8600 Route 14
Suite 140
Crystal Lake, IL 60012
T 815.455.2990
F 815.455.3213
e-mail

 
 

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