2023 Expert Accounting: What to Bring Checklist
Please have this information available when filling your 2023 Taxes
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
Name
Date of Birth
Social Security Card /ITIN/ATIN
Proof of Residency for each Child claimed
Valid Driver's License
Bank Routing and Account number
​Prior Year Taxes (if new client)
INCOME AND TAX INFORMATION:
W-2's
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings
State Income Tax Refund
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement
IRA or 401(k) Distribution
Unemployment Compensation
Miscellaneous Income (1099-MISC)
Foreign Income Statements / Letter
DEDUCTIONS/ADJUSTMENTS:
Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions
Employee Business Expenses
Gambling Losses
Moving Expenses
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses (1099-T form)
Student Loan Interest
TAX CREDITS:
Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
Adoption Expenses
Retirement Savings Contributions
EIP Credit Letter Received from the IRS (stimulus payments)
Below is a list of Tax Documents you may need to bring in please look over the list.
Before making your appointment, please make sure you have all your documents. This includes all W-2's, unemployment documents, child proof, tuition (1098-T), medical documents, social security forms. If you are missing documentation this will result in a cancellation of appointment.