SFC CPA is an accounting firm that offers tax preparation, bookkeeping, tax consulting services and more! Online appointments available

Client Portal

Tax Appointment Checklist

Personal Information:

  • Last year’s income tax return (if you are a new client)
  • Name, address, Social Security number, and date of birth for yourself, spouse, and dependents
  • Dependent provider name, address, tax ID, and Social Security number
  • Type of dependent relationship (i.e. son, grandson, not related, etc.)
  • Banking information for direct deposit (if required)

Employment & Income Data:

  • W-2 forms for this year
  • Form 1099- G: Tax refunds and unemployment compensation
  • Form 1099-NEC and/or 1099-MISC: Miscellaneous income including rent
  • Form K-1: Partnership, trust, and S-Corporation income
  • Form 1099-R: Pensions, annuities, retirement or profit-sharing plans, IRAs, etc.
  • Form 1099-B: Brokerage Statements
  • Form SSA-1099/1042S: Social Security benefit statement
  • Form 3922: Transfer of Stock options exercised
  • Alimony received (including payer’s SSN) if divorce finalized prior to 1/1/2019
  • Jury duty pay
  • Form W-2G: Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • Cryptocurrency sales (including coin-to-coin trades) – report of any cryptocurrency activities

Self-Employment Data:

  • Estimated tax vouchers for the current year
  • Self-employment income
  • Self-employment SEP plans, Simple IRA
  • Self-employed health insurance (do not include COBRA)
  • K-1s on all partnerships
  • Receipts or documentation for business-related expenses
  • Farm income and expenses
  • Rent income and expenses

Financial Assets

  • Form 1099-INT & 1099-OID: Interest income statements
  • Form 1099-DIV: Dividend income statements
  • Form 1099-B: Proceeds from broker transactions
  • Form 1099-R: Retirement plan distribution
  • Capital gains or losses

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Form 1098-E: Student loan interest paid
  • Early withdrawal penalties on CDs and other fixed time deposits
  • Government grants/loans – date(s), amount(s) received, current balance due, and any forgiveness received for the debt

Homeowner/Rental property Data

  • Residential address(es) for this year
  • Form 1098: Mortgage interest
  • Form 1099-S: Sale of your home or other real estate
  • Second mortgage interest paid (if you don’t rent that property or rent it only under specific conditions — check with us)
  • Real estate taxes paid
  • Rent paid during tax year
  • Settlement statement for any real estate purchased or sold during the year
  • Moving expenses (if active military and moving for new orders)
  • Personal property tax information

Health Insurance Information

  • All 1095-A Forms from Marketplace providers (if you purchased insurance through a Marketplace)
  • Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)

Automobiles

  • Personal property tax information
  • Department of Motor Vehicles fees (only if including sales or property tax)
  • Sales tax on purchase

Expenses

  • Gifts to charity (receipts for any single donations of $250 or more, and non-cash donations of $500 or more)
  • Health insurance information (Form 1095-C for Employer-Provided Health Insurance Offer and Coverage)
  • Education expenses (tuition and fees)
  • Childcare expenses
  • Investment expenses
  • Form 1099-SA: Medical Savings Accounts and Health Savings accounts
  • Adoption expenses
  • Alimony paid (including payee’s SSN) if divorce finalized prior to 1/1/2019

Deduction Documents

  • Gifts to charity
  • State and local income taxes
  • Retirement plan contributions
  • Medical expenses
  • Casualty or theft losses (if in federally declared disaster area)
  • Other miscellaneous deductions
  • Educator expenses

Credits

  • Energy improvements
  • Form 1098-T: Education expenses (tuition and fees)
  • Adoption expense