Tax Checklist 
  1. ANY FORM THAT STATES "Important Tax Information"
     
  2. ALL W-2's
     
  3. ALL 1099's (These could be 1099-R, 1099-MISC, 1099-Int, 1099-Div, etc.)
     
  4. ALL MORTGAGE INTEREST STATEMENTS
     
  5. ALL STATEMENTS REGARDING REAL ESTATE TAXES PAID
     
  6. YOUR RECORDS SHOWING CHARITABLE CONTRIBUTIONS (Cash/Non Cash)
     
  7. YOUR RECORDS SHOWING ESTIMATED TAX PAYMENTS PAID (State and Federal)
     
  8. ANY STATEMENTS SHOWING INTEREST & DIVIDENDS EARNED
     
  9. ANY STATEMENTS SHOWING INVESTMENTS THAT YOU SOLD
     
  10. PURCHASE DATE AND PRICE FOR INVESTMENTS SOLD
     
  11. ANY DOCUMENTS REGARDING PURCHASE OR SELLING OF YOUR HOME IN THE PAST YEAR. INCLUDING REFINANCING DOCUMENTS

NEW CLIENTS - PLEASE BRING A COPY OF YOUR PRIOR YEAR'S TAX RETURN; WE WILL REVIEW IT FOR FREE!

ANY DOCUMENTS THAT YOU THINK WE MAY NEED ....... BRING THEM WITH.

ANY QUESTIONS-----PLEASE FEEL FREE TO CALL US: (847) 605-1040

ęCopyright William M. Dumich, CPA. All rights reserved

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