Accounting | Tax Advising | Bookkeeping
Serving the Nation from Marietta, Georgia
   

TAX TIPS: Overlooked Credits


Contact Gayle Accounting to make your appointment today.
To ensure the highest quality of tax preparation, please fill out this form. We also recommend bringing the following information with you to your appointment.

PERSONAL DATA

  • Social Security Cards (including self, spouse & children)
  • Driver License or ID Card
  • Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
  • Education Expense: 1098 T
  • Prior Year's Taxes
  • Stimulus Rebate Amount
ADJUSTMENTS   
  •   Student loan interest paid    
  •   IRA contributions    
  •   Early withdrawal penalties   
  •   Moving expense
ITEMIZED DEDUCTIONS
  • Mortgage Interest Statement: form(s) 1098
  • Real Estate Taxes Paid
  • Personal Property Taxes: Ad Valorem
  • Charitable Donations
  • Church Tithes & Offering
  • Unreimbursed Job Expenses
  • Unreimbursed Volunteer Expenses
  • Unreimbursed Medical Expenses
SELF-EMPLOYMENT DATA
  • Business Income: form(s) 1099 MISC and/or own records
  • Partnership Income: Schedules K-1
  • Business-related expenses: receipts and other documents
  • Employment taxes & other estimated business taxes paid for current tax year
  • Tax ID number or Incorporation paper
EMPLOYMENT & INCOME DATA    
  • W-2 forms for this year     
  • Unemployment compensation: forms 1099-G
  • Miscellaneous income including rent: form(s) 1099-MISC     
  • Pensions and Annuities: form(s) 1099-R     
  • Social Security Benefits: form(s) SSA 1099     
  • Partnerships & S Corporations: Schedule K-1 
  • State and Local Income Tax Refunds: form(s) 1099-G     
  • Gambling and Lottery winnings: form W-2G     
  • Interest Income: 1099 INT     
  • Dividend Income: 1099 INT

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