2938 E. Michigan Ave.
Jackson, MI 49202
(517) 841-1040
Fax: (517) 841-9534

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103 N. Wisner
Jackson, MI 49202
(517) 784-3278
Fax: (517) 7843287

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1. Personal Information: Current Address, Telephone Numbers and Email Address.

2. Self/Dependent Information: Names, Birth Dates, Social Security Cards, and Marital Status (if changed).

3. Tax Return: From last year, if we did not prepare it.

4. Income: W-2’s, Pension Income, and Social Security Income.

5. 1099’s: Interest & Dividends and Brokerage Statements

6. Assistance Payment Statements: Unemployment, FIA, General Assistance, Child Support and Gifts.

7. IRA’s: Contributions and Withdrawal.

8. Child Care: Caregiver’s name, Address, ID number, and Amount Paid.

9. College Tuition & Fees: List of Student Names, Amounts Paid, Year of School and Amount Paid for Required Books. Also include the statement from the college and any student loan interest paid.

10. Medical Expenses: Must exceed 7.5% of your adjusted gross income, but may include medical insurance premiums you paid, prescription drugs, dentist, doctor & hospital fees, rehabilitation & therapy expense, miles driven. Make a list of all items and we will determine what, if any is acceptable.

11. Property Taxes: (paid and/or unpaid) Bring your property tax bills or receipts for summer and winter taxes. **Taxable Value of your home. We must have this for the MI Homestead Property Tax Credit.

12. **Amount paid for automobile license plates

13. Mortgage/Land Contract/Home Equity Interest: From 1098 from your lending institution or a schedule showing interest paid from your land contract holder.

14. Contributions: List of the contributions, to whom, when and how much or what was contributed (including non-cash contributions). There are new rules regarding contributions of vehicles.

15. Non-Reimbursed Expenses: Job Related: Union Dues, Uniforms, Professional Organizations, Education, Miles Driven, etc.

16. Business Information: List of income & expenses for your own business. List of new equipment, **Business Miles & Total miles, **Home Office-insurance, utilities size of home & size of office.

17. Rental Property: List of income & expenses. List of new equipment and improvements, and a copy of the depreciation schedule (if we did not prepare it).

18. Stocks & Securities Sold: ** List of purchase date & cost, and selling date & sales price.

19. Quarterly Estimated Payment: **Amounts and date paid.

20. Direct Deposit: **Bank account number & routing number.

21. New Credits: Certified Energy Improvements & Specific Vehicles

22. Questions: Bring anything you have questions about.

**Frequently forgotten items