Checklist

This list contains all of the documents typically required in order to file your tax return. Do your best to gather all of the documents listed below and if you are unsure of anything give us a call.

New Clients

Please send us these documents or upload them to your SmartVault!

Tax Return

Copy of last years tax return if available.

Identification

Social Security Card(s) – Driver License(s)

Dependents Info

Dependents Social Security Numbers & Date of Birth

W-2's

Form received by your employer for wages earned in year

1099's

Interest and Dividends Statements - Form 1099INT and Form 1099DIV

1099R

Pensions, IRA or Retirement Statements – Form 1099R

1099G

State Refund or Unemployment – Form 1099G

Social Security

Social Security Income

Stock Sales

Stock Sales Information - Form 1099B (Also date of purchase, number of share and cost per share)

1099MISC

Self Employed Business/Farm Income and Expenses – Form 1099MISC

W-2G

Lottery or Gambling Winnings or Loses Form W-2G

*I accept Visa, MasterCard, Discover, Cash, Check, PayPal. I charge a 3% Surcharge for Credit Card Payment.

Phone: 763-420-5572

7232 Vinewood Lane N
Maple Grove, MN 55311

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