The
following documents are necessary to begin
the processing of your return:
- All
W-2's and 1099's
- All
statements reporting interest and dividends earned
- All
forms reporting pension and social security
benefits
- All
1099's reporting distributions and transfers
from retirement
funds
- All
1099's reporting unemployment compensation and
state
tax refunds
- All
1099's reporting stock or bond sales - purchase
date
and cost
- All
Worksheets summarizing business or rental income
and expenses
- All
mortgage interest statements, including any
refinances or paid
off loans
- Escrow
settlement statement for property bought or sold
(need
final statement)
- Name,
address and social security or tax I.D. number
from child
care provider
- Last
year's tax return (if you are a new client)
- Child
care provider (name, address, tax I.D. number
and fees paid)
IMPORTANT:
You will need to print and complete
our Information
Worksheet, and include it with
your documents. To view and print, you will need
the free Adobe Acrobat reader, which you can get
here: 
Upon
completion of the Information Worksheet and gathering
all necessary supporting documents, you may fax
or mail all documents to us for processing. Please
note:
NEVER
send original
documents by mail - send copies only.
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