989-944-1195

108 E. 4th Street Clare, MI 48617 travis@trh-cpa.com frank@trh-cpa.com

Preparation Checklist
Instructions Please go through the checklist and gather the information prior to our scheduled visit. This checklist is meant to be a helpful guide and not a requirement. Most people will only have a few of these items. Click the email at the bottom of the page to send us any questions. Most Common 1. ______Prior year's federal and state returns*(REQUIRED FOR NEW CLIENTS) 2. _____Social Security #s for Yourself, Spouse, Dependents (children, elderly, etc.) 3. _____W-2s from all employers (normally received in the mail) 4. _____Bank routing & account number (if you want your refund direct deposited) 5. _____Interest Income Form 1099-INT (normally received in the mail from bank) 6. _____State & Local Refunds Form 1099G (normally received in the mail) 7. _____IRA/Pension Distributions Form1099R (normally received in the mail) 8. _____Unemployment Income Form 1099G (normally received in the mail) 9. _____Social Security Benefits Form SSA 1099 (normally received in the mail) 10. _____Student Loan Interest Form 1098E (normally received in the mail) 11. _____Education Costs receipts for tuition and/or Form 1098-T from qualified school 12. _____Recently Purchase Home Closing Statement (Normally received at closing) 13. _____Real Estate Taxes Form1098 (normally received in the mail) OR 14. _____Property Tax Bills (Normally received from the township 1 summer, 1 winter) 15. _____Home Mortgage Interest Form 1098 (normally received in the mail) 16. _____Advance Earned Income Credit IRS notice and amount of credit received Other Common Items 17. _____IRA Contributions TRAD or ROTH (Please provide monthly stmts. or pymts.) 18. _____Alimony Received (please provide support) 19. _____Alimony Paid (please provide support) 20. _____Child Care Costs (invoices, checks, provider name, address, tax id or SSN) 21. _____Adoption Costs (receipts, cancelled checks, and SSN for adopted child) 22. _____Home Office Information (please contact us ahead of time with details) 23. _____Income from Sale of Property 24. _____Other Misc. Income 25. _____Educator Expenses 26. _____Charitable Donations 27. _____Casualty & Theft Losses 28. _____Rental Property Income 29. _____Medical Savings Account Contributions 30. _____Moving Expenses receipts, invoiced, cancelled checks, etc. 31. Job Expenses (Unreimbursed) (please contact us with question)

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_____Union dues _____Uniforms and special clothing _____Professional publications _____Tools _____Job travel _____Lodging _____Mileage/Auto Other Misc. Information _____Tax preparation fees _____Safe deposit box fees _____IRA custodial fees Medical & Dental Expenses _____Medical bills _____Medicare premiums paid _____Premiums paid

Self Employed Individuals Business or Farming Income _____Books/Accounting records for your business OR _____Invoices _____Billings _____Bank statements _____Receipts supporting expenses _____Major Purchase Invoices (machinery, equipment) _____Depreciation schedules (from prior year NEW CLIENTS ONLY) _____Inventory Records _____Vehicle mileage log (need vehicle info as well) 35. _____Quarterly Estimated Tax Payments 36. _____Overpayments 37. _____Self Employed Health Insurance premium bills or cancelled checks 38. _____Keogh, SEP, SIMPLE, and other Self Employed Pension Plans 34. If you have Investments (other than a 401k, 403b, IRA, Roth IRA) 39. _____Dividend Income - Form 1099-DIV 40. _____Proceeds from sale of stocks, bonds, etc. Form 1099B 41. _____Confirmation statements for all stocks, etc., that you sold in 2013 42. _____Schedule K-1 (Form 1065) from investments in partnerships 43. _____Schedule K-1 (Form 1120S) from investments in S Corporations 44. _____Income from foreign investments, foreign taxes paid 45. _____Income from stock option exercises and sales 46. _____Sale of employee stock purchase plan shares Other Uncommon Items 47. _____Extensions (if filed in the prior year provide payment support) 48. _____Foreign Bank Information 49. _____Energy Savings Purchases hybrid auto, appliances, windows, doors Your situation may require us to collect additional information. Please contact us for questions anytime while you prepare.

First Name Primary Taxpayer Spouse Dependent 1 Dependent 2 Dependent 3 Dependent 4 Dependent 5 Dependent 6

Last Name

Social Security Number

Birth Date

Occupation

Relationship To Taxpayer ChildCare Paid Spouse

Phone

Street Address

City

State

Zip

State Residence

DIRECT DEPOSIT INFORMATION Name of Financial Institution Routing Number Account Number Account Type

PAYMENT INFORMATION Card Type Card Number Expiration Date CSV Number (3 digis back of card) Zip Code