This organizer is designed to assist and remind you of information that is needed to prepare your tax returns. The goal is to not overlook anything so you can maximize your legal deductions, comply with government reporting requirements, and avoid problems with the IRS after the return is filed. Taxes are complicated and the rules change constantly. Although care has been take to accommodate most taxpayers, this organizer is not all inclusive. Please let us know if you have questions about items necessary to prepare your taxes.
Please review this list and provide all applicable information:
Your SSN (including your spouse and dependent children)
Last year's federal and state tax returns
For dependents, please provide the full name, date of birth, SSN (if I don’t already have it), relationship to you, and the number of months the dependent lived in your home, for each dependent.
Child care expenses and provider information
Potential Deduction and Credits
If you employed a person (not paid to a company) such as maids, nannies, care givers, or gardeners to perform services at your home, please bring the person’s name, address, tax ID/SSN, and the amount you paid for the year.
For 2019 the Tax Cuts and Jobs Act of 2017 reduced the penalty for not having health insurance to $0.
*If you have Marketplace health insurance, please provide the 1095-A.
Were you notified by the IRS, state, or city of any change to any prior year tax return?
Did you make any gifts of $15,000 or more in value to any individual?
Did you live out of the country and earn income abroad last year?
Do you expect any significant changes in income or your tax liability in the coming year?
Did you receive any income from a source not listed above?