If you are a new client to Andrews Advisors, please bring a copy of your most recently filed tax return.
We will also need the following:
- Form(s) W2 (wages, etc.)
- Form(s) 1099 (interest, dividends, retirement distributions, etc.)
- Schedule(s) K1 (income/loss from partnerships, S corporations, etc.)
- Brokerage statements from stock, bond or other investment activity
- Form(s) 1098 (mortgage interest) and property tax statements
- Closing statements pertaining to real estate transactions
- A complete list of your medical expenses
- A complete list of your charitable donations, both cash and non-cash
- A complete list of employment related and education expenses
- All other supporting documents (schedules, check registers, etc.)
- Any tax notices received from the IRS or any other taxing agency
If you have any self-employment activity or own a small business please call for a comprehensive list of the items we will need to properly prepare your tax return.