Income Tax Information 2007 Checklist

□ Notice of any changes in marital status, residence, employment or profession and dependents

□ Social Security numbers and birthdates for yourself, your spouse and any dependents

□ A copy of last year's federal and state returns and the amount paid for preparing the tax return (new clients only)

□ All forms W-2

□ Records of other income (tax refunds, jury duty, gambling, hobby, alimony, etc.) and related expenses

□ A summary of business income & expense records for your sole proprietorship or single member LLC

□ Records for all investment related income including any forms 1099 and schedule K-1

□ Purchase date and your total investment in any stocks or other property you sold

□ Expenses related to your investments including portfolio deductions for fees and investment interest

□ Copies of any notices or other correspondence received from taxing authorities including mailing labels if any

□ A summary of rental income & expense records for rental properties including any forms 1099 received

□ Amount of any federal, state or local taxes paid including the balance due for the prior year and any estimated tax payments made

□ Records for home mortgage interest, real estate and personal property tax (includes auto registration fee) Please enclose and forms 1098 received

□ Records of any contributions you made to IRAs or other retirement plans not included on form W-2

□ A summary of amounts paid for education for yourself and any dependents and forms 1099-T, tuition statements received

□ A summary of employment-related expenses (dues, travel, publications, tools, uniform cost and cleaning, etc.)

□ A summary of amounts paid for health care insurance and to doctors, dentists, and hospitals, etc.

□ A summary of job search expenses and unemployment income, (if applicable)

□ Amounts donated to houses of worship, schools, and other charitable organizations (Note for contributions of more than $250, a statement from the charitable organization is required)

□ Records of non-cash charitable contributions including the number of miles driven for charitable purposes.  (Appraisal for non-cash contributions of more than $5,000 is required)

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