Individual Tax Documents

Helpful Links and 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
  • 2018 Client Questionnaire
  • 2018 Business Questionnaire
  • 2018 Engagement Letter
  • Due Dates

We look forward to seeing you at your appointment!

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3 Boulder Avenue
Old Greenwich, CT 06870