Tax Documents
Bring in any of the following tax documents that you have received:

W-2, 1098, 1098-E, 1099-INT, 1099-DIV, 1099-B, 1099-G, 1099-R, 1099-MISC

Additional information or documents
you will need:

• Social Security Numbers
  (including spouse and children)
• Birthdates
  (including spouse and children)
• Deduction Records
• Medical and Dental Expenses
• Real Estate and Personal Property Tax
• Estimated or Foreign Taxes Paid
• Donations, Cash and Non-Cash
• Unreimbursed Employment
  Related Expenses
• Job Related Educational Expenses
• Child Care Expenses & Provider Information
• Educational Expenses
• Self-Employed Business Expenses

Forms
1. Engagement Letter & Privacy Notification (2pgs.)

2. Consent to Use Tax Return Information for Loan Products

3. New Client Information

4. Consent to Disclose Tax Return Information to Third Party

Worksheets and Organizer
Get all your information together with ease. These worksheets and organizers will help make your visit to the office less stressful.

Organizer (52pgs.)

Auto Expenses

Business Expenses

Daycare Business (2pgs.)

Hairdresser/Manicurist Expenses

Rental Property (2pgs.)

IRS Refund
Taxpayers should wait at least three weeks from the time the electronic return data is acknowledged as accepted by the IRS before checking the status of a refund. To check the status of a refund, call 1-800-829-4477 or go to IRS.gov.

2010 IRS Refund Chart

* The IRS does not guarantee a specific date that a refund will be deposited into a taxpayer’s financial institution account or mailed.