Individual Tax Documents
Helpful Links and DocumentsDear 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
- Forms for Individuals
- 2021 Due Dates
We look forward to seeing you at your appointment!
Contact Info
Phone
Address
3 Boulder Avenue
Old Greenwich, CT 06870