top of page
Sharon Robbins CPA
Developing strategies to meet your personal and business
financial planning objectives
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
bottom of page