Document checklist to complete your return (Not everything may apply to you):
Personal Info:
- All names/SSNs/ITINs as on SSN or ITIN cards(For both spouses and all depenents)
- Photo Identifications (For both spouses)
- Checking account number and routing number (For direct deposit)
- Last year tax returns
Income:
- W2-Form(s)
- Interest Statements 1099-Int(s)
- Dividend Statements 1099-Div(s)
- Misc income statements 1099-Misc(s)
- 1099-B and related information if you sold stocks in 2009
- Foreign income details
- Pension income 1099-R(s), including IRA or 401(k) distribution
- Unemployment Compensation 1099G
- State Income Tax Refund 1099G
- Rental income
- Sch k forms(Partnerships and S-Corp)
Expenses:
- IRA Contributions (Traditional & Roth)
- Student Loan Interests (Even if paid in India)
- Higher education expenses 1098T
- Moving expenses (Any statements from employer)
- Mortgage Statements & Property Taxes 1098(s)
- Closing statement if you have purchased or refinanced your house in 2009
- India home mortgages & Other foreign investments
- Charity contributions
- Employee business expenses including any training costs
- Vehicle registration fees or private property taxes
- Dependent care expenses and provider details including their federal ids
- Rental expenses
- Estimated taxes paid
- New car tax details if you purchased in 2009
Misc:
- Details of Foreign Bank Accounts on which you or your spouse have signature authority (FBAR requirements)
- Copies of Passports (First, Last & Visa Pages) of ITIN applicants
Note: We accept only Cash and Check
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If you are in BayArea:
Make Appointment
If you are not in BayArea or moved to India:
See Remote Clients
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