1. 3040 E. Tremont Ave. Ste. 201
Bronx, NY 10461
Phone: (718) 7944205
Fax: (718) 794-4206
· Taxes - Personal & Business · Enrolled Agents · Investments · Financial Planning · www.pljtax.com
Client Checklist
In order to prepare the most accurate return we ask that you review our Client Checklist below and
bring any and all documents listed that were provided to you.
All new clients should bring in their last filed Federal and State tax returns.
Income/Wage Statements 1099s
W-2′s
1099′s
Alimony received or paid
Commissions received statement
Brokerage account year-end statements
Stock options sale papers
Rental property income and expenses
Partnership, S Corp, trusts, or estate yearly statements
Pension or retirement income statements
Social security income yearly statement
Unemployment income yearly statement
State income tax refund statement
Lottery winnings (and lottery losses, if you have winnings)
Car, motor home, and boat registration paperwork
Donation receipts
IRA contributions
Child care expenses and provider information
Medical expenses
State taxes paid
Unreimbursed employment-related expenses
Job-related educational expenses
Casualty or theft losses
Foreign taxes paid
Homeowners
Mortgage interest year-end statement
Home equity year-end statement
Property tax information
If you sold your home, purchase information
If you purchased a home, closing statement
2. Businesses
Income and expense information
Mileage for automobiles
Business assets purchased
Students
Tuition and education fees
Student loan information
Grants and scholarship information