Individual Tax Documents

Dear Client,

Thank you very much for deciding to use Alfano & Company, LLC to handle all your tax needs. Regardless of whether you have been using us for years or this is your first time with us, here is a small list of important tax documents to bring with you to your appointment:

• Driver’s License
• Void Check
• A copy of last year’s tax return (unless we prepared it)
• Social Security Numbers and Dates of Birth for all members of your family including any children born during the year
• Original W-2s
• Original 1099(s) showing interest, dividends, stock sales, or miscellaneous income
• If you are self-employed: a profit & loss (list of income and all expenses)
• 1098(s) showing Mortgage Interest paid and copies of real estate tax bills
• Copies of personal property tax bills paid during the year
• Legal documents pertaining to the sale or purchase of real property
• Donations, medical expenses and other deductions
• Detail of rental property income and expenses for each rental property
• Schedule(s) K-1 from partnerships, S-Corporations, estates and trusts
• Information regarding contributions to a pension or other retirement plan if this is the first year you received income from the plan
• Amounts and dates of any estimated tax payments made to federal or state governments
• 2019 Client Questionnaire
• 2019 Business Questionnaire
• 2019 Estate and Trust Questionnaire
• 2019 Engagement Letter
• Due Dates

We look forward to seeing you at your appointment!