THINGS TO BRING by i7Xox0

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									                      CHECKLIST OF THINGS TO BRING
                         TO YOUR TAX INTERVIEW

   Your Completed "CLIENT TAX ORGANIZER" and "MISCELLANEOUS QUESTIONS
    LIST" - this will save time at the tax interview and adds efficiency during the tax
    preparation process

   A copy of last year’s federal and state tax returns (new clients only)

   All copies of your IRS Forms W-2 for wages, and K-1 forms for partnerships, S-
    corporations, trusts, etc.

   1099 forms reporting all interest and dividends

   1099 forms reporting all retirement account distributions or rollovers

   1099 forms reporting all mutual funds and stock sales for the year, as well as original
    purchase date and cost for the block that was sold (not the price per share)

   1099 forms reporting unemployment compensation, state tax refunds, social security
    benefits, and lottery and gambling winnings received during the year

   5498 forms reporting all IRA balances and accounts, if you took out any IRA
    distributions

   Record of each federal and state estimated tax payment made, including date paid

   Name, address, social security numbers, and amount paid to all child care providers

   All year-end mortgage lender statements including those refinanced or paid-off during
    the year

   Escrow statements for property bought or sold during the year

   Receipts for any charitable contributions over $250 (IRS requirement)

   Social security numbers for all dependents (for new clients or new dependents)

   Summarized list of business and/or rental annual income and expenses by categories

   Any IRS or state tax board correspondence you have received

   A list of questions you may have along with any other projects that you want to inquire
    about us helping you with

Rex L. Crandell Firm Phone 800 464-6595      alchemy@astound.net   http://www.RexCrandell.com

                                                                         e;/Mstrs/BRING Things to Bring tp 1040
                                                                                   Tax Intereview RLC 12 16 07
   Any other documents you feel may be needed or want to discuss
   Completed annual client information sheet and standard engagement letter (with both
    sides filled out)




Rex L. Crandell Firm Phone 800 464-6595   alchemy@astound.net   http://www.RexCrandell.com

                                                                     e;/Mstrs/BRING Things to Bring tp 1040
                                                                               Tax Intereview RLC 12 16 07

								
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