1. Social Security Number / Taxpayer Identification Number
   
2. Identification (Driver's License/State Issued ID/Government Issued ID)
   
3. Wage Statement (Form W2, Form 1099)
   
4. Last Year's Federal & State Tax Returns (if applicable)
   

The following information must be truthfully/factually presented to OWEN GRIER, CPA, LLCin order for the filing/preparation of your returns can begin as well as be completed:

ESSENTIAL DOCUMENTS(Nothing can happen without this information)

IF -APPLICABLE DOCUMENTS (If any of these apply to your circumstances, please present them for filing purposes)

• Loan Interest Paid  (Mortgage/Home Equity Loan)
  
• Real Estate & Personal Property
  
• Medical, Eye Care & Dental Expenses
  
• Cash & Non-Cash Charitable Donations
  
• State Income Tax Refund Amount (Form 1099-G)
  
• Casualty/Theft Losses (Vandalism, Theft, Fire, Storm - Police Records, Insurance Claim Forms, Appraisals, etc. )
  
• Self-Employed Business Income & Expenses
  
• Sales of Stocks/Bonds (Form 1099-B)
  
• Income from Partnerships (S-Corporations, Trusts & Estates)
  
• Income & Expenses from Rentals
  
• Estimated Taxes (If Self-Employed , Form 1040-ES vouchers, etc.)
  
• Alimony Paid/ Received
  
• Pension or Retirement Income
  
• Record of Purchase or Sale of Residence(Purchaser [Form 1098], Sale [Form HUD])
  
• Lottery/Gambling Winnings
  
• Lottery/Gambling Losses
  
• IRA Contributions
  
• Child Care Expenses & Provider Information
  
• State/Local Sales Taxes Paid (Major Purchases)
  
• Un-reimbursed Employment-Related Expenses
  
• Job-Related Educational Expenses
  
• Tuition & Education Fees
  
• Student Loan Interest
  
• Moving Expenses (Form 8822)
  
• Foreign Taxes Paid