Check List For Tax Year 2022/2023 (Click Here to Download)
1. Name, Social Security Numbers and Date of Birth (New Clients Only)
Yours___________________________________________________________________________
Your Spouse_____________________________________________________________________
Dependents (1)___________________________________________________________________
2)___________________________________________(3)_________________________________
2. State ID or Driver License Number Details (New requirement; image of State issued IDs)
3. For Direct Deposit / Payment
Bank Name: ______________________Account Type: Checking ____Saving_____
Routing Number ________________Bank Account No.______________________
4. Income and Expense Information
Income: W-2 from all employers for whom you and your spouse worked during the year
Investment Income
· Interest income - Form 1099-INT (If you have online account check your statement)
· Dividend income - Form 1099-DIV
· Stocks Sales – Form 1099-B (Proceeds from the sale of stocks, bonds, etc)
5. Income from State and Local Income Tax Refunds for previous year-2021/2022
· Form 1099-G from state or local governments if any
6. Child Care Expense
· Total Amount Paid
· Child care provider's Name, Address, and Telephone
· Provider's tax ID or Social Security number
7. Education Expense
· Tuition statement - Form 1098-T
8. Student Loan Interest
· Form 1098-E showing interest paid, or
· Loan statements
9. IRA Contributions
· Year-end account summary or bank statements
10. Itemized Deductions:
· Home mortgage interest form 1098
· Property Tax paid for tax year
· Home equity loan and credit card interest paid in 2022/2023
Charity Contributions and related travel expenses
· Self Employed and Business related Travel
· Make, model and year of ownership [or lease] of all automobiles
· All capital purchases made during the year 2022/2023
· Expenses for uniforms, uniform care, shoes, trade equipment, subscriptions, licenses and job/business insurances
· Medical, Dental, Eye Care, Hearing and Preventive and self-care expenses
· Legal fees, Investment Advisory fees and Tax preparation fees paid
· Expenses and fees related to meetings, meet-ups, seminars, and conferences
· Loss of property, equipment and personal belongings (clothing, shoes, glasses, smartphones, etc.)
11. Moving Expenses
· For year 2022, only members of Armed forces can take moving expenses
12. F-1 Students Will Send Separate Template for Required Documents
13. Applying for ITIN for Spouse/ dependent
· Click on the following link for new changes
· https://www.irs.gov/Individuals/General-ITIN-Information
· ITIN application form W-7
14. Self Employed, S Corp, LLC Returns
· Name of Business, EIN Number, Nature of Business
· Income from business or 1099 MISC
· Detail expenses (Categorized)
15. Starting a Business