Individuals

1. If you're a new client - a copy of last year's tax return
2. Taxpayer ID numbers for you, Spouse, and Dependents
3. Photo ID's for you and Spouse
4. Birth Dates for you, Spouse, and Dependents
5. Income statements: W-2s, W-2Gs, 1099-Rs, etc.
6. Interest and Dividend statements from banks, brokerages, etc.
7. All form 1098s from mortgages lenders
8. Bank Routing and Account Numbers
9. Amount paid for childcare and the provider's tax identification number
10. Receipts for charitable donations
11. Anything that says, "IMPORTANT TAX INFORMATION" on the envelope!