NEW CLIENTS

DOWNLOAD OUR FLYER

Fill in this form below - and then hit send - it will come directly to me.

Follow the checklist that follows for what else to send.

You may upload your documents / files at the bottom of the form.


Options to send your documents & drivers license copies. 

Your choice - You can use the link at the bottom of this personal page here - just know it will only upload one file at a time. So you can repeat as many times as necessary. It will come directly to us.

Other options are to hard mail - pdf email or snapshot text. Please use ALL WHITE background for any photos sent.  

NEW CLIENT FORM

New Client Form

TAXPAYER INFORMATION

SPOUSE INFORMATION

ADDRESS TO MAIL TAXES

FILING STATUS

DEPENDENTS

Official Day Care. -  Provide Dependent Care Letter or Name & Social Security No

Student Age 19 - 23 (Provide Form 1098T from College)


DIRECT DEPOSIT

DRIVERS LICENSE

All Single taxpayers and MFJ  - Must provide snapshot of -  Front of Drivers License.

Only NY State residents - must provide Front & Back sides.  All others just the front.

LAST YEARS TAXES

Send a copy of IRS 1040 and State (if applicable).

NJ Residents - See MEDICAL page - fill in and hit send - helps increase refund.

QUESTIONS

REFERRED BY

CHECKLIST – DOCUMENTS YOU MAY HAVE

IRS / STATE RETURNS - Last year's copies

DRIVERS LICENSE  - Copy of yours (and spouse)

LAST PAY CHECK  - December 14th
OFFICIAL FORMS - W2, 1099 NEC/Misc
UNEMPLOYMENT - Form 1099G
STATE REFUND - Received 1099G

BANK INTEREST  - Earned in accounts - Form 1099 INT
DIVIDENDS - Stocks you own - Form 1099 DIV

PENSIONS  - 401K withdrawals - Form 1099 R

STOCK / CRYPTO SALES  - Brokerage account - Form 1099 B
SOCIAL SECURITY - Benefits received - Form SSA-1099
ALIMONY - Paid or received - all decrees prior to 12/31/18
MISC. INCOME - Hobby, settlements, awards, jury duty, gambling

HEALTH SAVINGS - HSA distributions - Form 1099 SA

HEALTH INSURANCE - Marketplace Statement - Form 1095 A, B, C

EDUCATION  - Tuition paid - Form 1098 T

STUDENT LOANS  - Interest paid - Form 1098 E

DAY CARE  - Qualified Co letter or SSN

NJ RESIDENTS - See Medical link - higher refund
RENT PAID - CA IN MA MI MN NJ WI - total paid

POSSIBLE ITEMIZED DEDUCTIONS:

HOMEOWNERS - mortgage interest & taxes paid - Form 1098
CHARITY BY CHECKS - and all payroll deductions
CHARITY BY GOODS - if over $501 send receipt
TAX PREP FEE - Paid to do them last year
HIGH MEDICAL - See Medical Link - beat the 7.5% of AGI

PERSONAL PROPERTY  - Taxes paid for boat, RV, land
SALES TAXES PAID - New auto, home improvements, furniture etc.
SALES TAXES NOT PAID - Out of State purchases - online
SAFE DEPOSIT BOX - Storage of financial records
FINANCIAL FEES - Margin Interest - advisor fees
CASUALTY LOSSES - Must be over 10% of adjusted gross income
CAR REGISTRATION FEE - only if you live in these States:

AL - AZ - CA - CO - GA - IN - IA - KY - LA - MI - MN - MS - MO - MT - NE - NV - NH - SC - WA

BUSINESS OWNERS - See Business Link - Form 1099 NEC - Schedule C
LANDLORDS - See Rental Link - Schedule E will be completed
HOUSE SOLD - See Homeowner Link - buy & sell date & price

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