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Please review your records prior to submitting your return for the following items:

  • W2 Forms and all other earning statements
  • Self-Employment Income and expense records
  • Itemized Deductions if applicable
  • Property Tax statements
  • Vehicle Registration Fees
  • Mortgage Interest Statement (Form 1098)
  • Charitable Donations
  • Medical expenses if over 10% AGI
  • Unreimbursed employee expenses
  • Other investment fees or deductions
  • Gambling winnings or losses
  • Formal tax reporting documents for investment accounts and dividends
  • Rental income and expense records
  • For those taxpayers attending college or with de0endents attending please provide form 1098 and Book and Material costs
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