Expenses and Tax Deductions

___ Medical Expenses for the Family
___ Medical Insurance Paid
___ Prescription Medicines and Drugs
___ Doctor and Dentist Payments
___ Hospital Payments
___ Tax Deductible Miles Traveled for Medical Purposes
___ Home Mortgage Interest from Form 1098
___ Home Second Mortgage Interest Paid
___ Real Estate Taxes Paid
___ Personal Property Taxes Paid
___ Charitable Cash Contributions
___ Casualty and Theft Losses
___ Unreimbursed Expenses Related to Your Job
___ Miles Traveled Related to Your Job
___ Union and Professional Dues
___ Investment Expenses
___ Job-hunting Expenses
___ IRA Contributions
___ Student Loan Interest Paid
___ Moving Expenses
___ Last Year's Tax Preparation Fee

___ HSA Contributions Form

___ HSA Distribution Form

General Information

___ Social Security Numbers for You and Your Spouse

___ Drivers License for You and Your Spouse
___ Educational Expenses for You and Your Spouse
___ Dependents' Names, Birth Years, and SSN's
___ Dependents' Post High School Educational Expenses

Once you make an appointment with our firm, please bring as many of the items listed below as you can.  If you do not have some of the  documents listed, or they just don't apply to you,  that's perfectly fine.  Just bring what you have and we will do the rest!

Theresa D. Props, CPA

General Taxable Income

___ 2 Years of past taxes 

___ W-2 Form(s) for Wages, Salaries, and Tips

___ Interest Income Statements: Form 1099-INT & 1099-OID

___ Dividend Income Statements: Form 1099-DIV

___ Sales of Stock or Property for Capital Gains/Losses: Form 1099-B

___ Sales of Real Estate: Form 1099-S

___ Health Insurance Information

___ Alimony Received or Paid

___ Unemployment Compensation Received

___ Miscellaneous Income: Form 1099-MISC

Business Income

___ Business Income and Expenses
___ Rental Income and Expenses
___ Farm Income and Expenses
___ Form K-1 Income from Partnerships, Trusts, and S-Corps
___ Tax Deductible Miles Traveled for Business Purposes 
(Must include total mileage driven the entire year.  Of that total, how many were business miles driven) ex: 41,234 total miles. 18,455 Business Miles

​Tax Credits

___ Child Care Provider Address, I.D. Number and Amounts Paid
___ Adoption Expense Information
___ Foreign Taxes paid
___ First Time Home Buyer Tax Credit