If you have a corporation please also fill out the Annual Business Checklist

In addition to these worksheets you may have some or all of the following documents that I will need.

For your 1040:

• All the tax forms you received from your employer, your bank, your mortgage company, and your investment brokerage.

• A total of your health insurance expense and an estimation of your out of pocket health care costs.

• If applicable, purchase papers for any assets acquired in the current tax year – homes, cars, investment property.

• Supporting documentation for any energy efficient property you’ve purchased – cars, windows, roofs, etc.

• All tax forms from any educational institution you or your dependents have attended.

For your LLC or SCorp

• A profit and loss statement if you are using Quickbooks. Make sure the report is on a cash basis, not accrual.

• A list of all business assets purchased, their price and date of purchase.

• If you are not using Quickbooks, total all of your income and expenses including interest paid on business lines of credit.

• Mileage totals or actual vehicle expenses.

• Any year end payroll reports you have generated outside of the office as well as any new unemployment ratings or worker’s compensation requirements you may have.

• Include your balance sheet items: cash balance 12/31 and the balance on any outstanding loans or other corporate liabilities.