IRS Registered Tax Return Preparer

Please email or call us. (518) 421-6204

Required Documents

REQUIRED DOCUMENTS AT TAX PREPARATION APPOINTMENT

Affidavit

To comply with current Internal Revenue Service regulations governing the preparers of income tax returns, I request you read and sign the following statement:

“I (We) have submitted to you all of the required information to be used in the preparation of my (our)2016 personal income tax returns and I (We) have the necessary documentation to substantiate the income and deductions claimed, including all record keeping required for travel, entertainment, charitable contributions and auto expenses, if applicable.  I (We) understand you will not audit or otherwise verify the data submitted.  I(We) also understand the fee charged is based upon the amount of time required at standard rates for tax work and is due and payable upon presentation of your invoice.”

SIGNATURE:  __________________________________   DATE:  __________________

SIGNATURE:  __________________________________   DATE:  __________________

FORMS AND DOCUMENTS TO BRING:

W-2 Forms for wages AND/OR W-2 G Forms for gambling winnings

1099 Forms for Interest, Dividends, Stock Transactions, Real Estate Sales and Miscellaneous Income

1099 Forms for Pension and IRA Distributions; 1099 Forms for Unemployment Compensation received

K-1 Forms for Partnerships, S-Corporations, Estates and Trusts                                 * Medical Bill Receipts

1098 Forms for Interest Paid on Mortgages; Property Tax Bills; 1098-E Forms for Interest Paid on Student Loans;       Contribution Receipts; Refinancing Loan Closing Statements; Real Estate Sales/Purchases Closing Statements

1098-T Forms for tuition payments

1099-C Forms for Cancellation of Debt

SSA – 1099 Forms for Social Security Benefits received AND/OR  RRB–1099 Forms for Railroad Retirement Benefits

Any Tax Notices from the Internal Revenue Service or New York State or other states

For Credits: Hybrid Vehicles: Manufacturer certificate (limited by model); Mortgage Interest Credit: Mortgage Interest Certificate; Child & Dependent Care Credit: Qualifying expenses; First Time Homebuyer Credit: Only available to certain military personnel.

Education Credits: Forms 1098 T and cost of books;   Wind & Geothermal Energy: Receipts for qualified property

Adoption Credit: Receipts for qualified expenses and adoption certificate; Energy Credit: Receipts for energy efficient costs

COPY OF PRIOR YEAR RETURN(s)

IF I DID NOT PREPARE YOUR INCOME TAX RETURNS IN THE PAST, PLEASE BRING YOUR 2012 FEDERAL AND STATE RETURNS WITH YOU – THANK YOU.

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