Please be sure you have all the following items, check mark them all, and click on continue:

Social Security card yourself and all the dependence (Very Important)
Last Federal and State Tax return (for new clients)
All W2’2 for you and all your dependence.
Form 1099 from your Bank(s) / Credit Union Interest Income.
Statement on “Tax Exampt” interest and Dividends.
Stock sold: Sales transaction documents from your Broker and Purchase statement.
Statements of IRA contributions, IRA distributions or rollovers.
Form (s) 1098 from Banks/lenders or mortgage for the purpose of interest paid
If Real Estate is not impounded, provide property tax bill received in Oct/Nov 2005 and payable in April and Nov of 2006
Settlement of closing statement if you purchase or refinance a real estate
DMV Registration statement for 2006
Child Care payments, including child care provider ID and address
Sole Proprietor: All records, checks, transaction register, general ledger and financial statement such as Balance sheet and Income Statement
K-1 from your Partnership (s) or Corporation Investments.
Student Loan and interest payment
Education expenses for yourself or dependence
Cancel check from the bank you would like the IRS deposit/withdraw taxes.
Projection for 2007: Most Recent paycheck stubs for W-4 information.

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