Personal Tax Checklist      
                                                                                            
Please review this list and identify items which apply to you. Those with simple returns may not have to prepare more than the personal information along with any W-2 forms.  For those without an appointment, documents can be faxed (preferred method) to ensure easy and complete printing.  Documents may also be mailed, or, emailed, preferably together as one pdf document, such as can be done with this application (https://pdfmerge.w69b.com/).  

Email: [email protected]   
Fax:  801.708.0808
      

PERSONAL INFORMATION

Full name, occupation(s), birthday, and social security number of you, your spouse, and dependents (if you are a dependent, specify)
Address, telephone numbers, and email
Routing and account number for refund direct deposit (optional)

NOTE:  For 2021, the amount received for the third Economic Impact (Stimulus) Payment must be given in order to process the return.  Most were received around April 2021 and were usually 1,400 per individual.  Advance Child Tax Credit amounts, if any, must also be given. 


INCOME DOCUMENTS

W-2s
1099s
Jury duty pay
Alimony
Social Security Statement (1099-SSA)
Dividend and Interest Statements (1099-DIV and 1099-INT)
Retirement distributions (1099-R)
Brokerage statements (1099-B)
Record of income and expenses for your rental property (see checklist)
Record of income and expenses for your self-employment, partnership, or corporation (see checklist)

OTHER TAX DOCUMENTS

Copy of last year's return (for 1st time clients)
Health insurance information - please specify if you did not have coverage, or received the premium tax credit
Summary of moving expenses and date of move 
Escrow statement for property you bought or sold
Home refinance information
Energy efficient home improvement expenses
IRA contributions or rollovers
1098 T (Tuition Statement) - available through your online student account or records office
Summary of educational expenses - tuition, fees, books, and materials (see checklist)
Summary of your child care or adult day care expenses - include EIN, address, phone, and amount paid to each provider

ITEMIZED DEDUCTION DOCUMENTS   
Please send only if you spent over $12,400 ($24,800 if married) total on below expenses.

Health care expenses (doctors, dentists, health insurance, eye care, medicine)
Motor vehicle registration
Adoption expenses
Mortgage interest paid (1098-INT)
Real estate taxes
Gifts to charity- donations to church, school, thrift stores, etc
Last year's tax preparation fees
Job-related expenses for qualified individuals, including performing artists, armed forces reservists  (see checklist)
Impairment related work expenses
Loss of property due to casualty or theft