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
2019 Client Questionnaire
2019 Business Questionnaire
2019 Estate and Trust Questionnaire
2019 Engagement Letter
Due Dates