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           2009 Tax Return (new clients only)

           Most Recent Pay Stub(s)

           W-2 Statements

           Misc. Income (1099-Misc)

           If from Self-Employment Income, be sure to include an itemized expense list

           Unemployment (1099-G), Social Security Income (SSA-1099)

           Alimony, Gambling (W2-G)

           Interest Income (1099-INT)

           Dividends/Stock Sales (DIV, 1099-B)

           Year-End Investment Statements (403(b), 401(k), IRA, Roth IRA)

           State Refund (1099-G)

           Pension Distributions (1099-R)

           Rental Property (Property Info, List of Income and Expenses)

           Student Loan Interest (1098-E)

           Tuition and Fees (1098-T)

           Child Care Expenses

Itemized Deductions

            Medical/Dental Expenses/Prescription Drugs (7.5% AGI)

           Mortgage Interest (1098)

           Re-Fi/Purchase Expenses

           Property Tax

           Car Registration (Licensing Fee)

           Charity and Cash Donations

           Job-Related Expenses: Union Dues, Faculty Dues, Classroom Supplies, Etc.

           Union Dues

           Faculty Dues

           Classroom/Office Supplies, Tools, Equipment

           Travel related to work

           Continuing Ed. Expenses

           Investment Expenses (advice, fees)

           Safety Deposit Box

Additional Considerations!

           Did you Buy a Home in 2010?    

           Any Energy Efficient Home Improvements?