1. Current Address

2. Social Security Number(s)

· Taxpayer, Spouse & All Dependants

· Babysitter or Daycare (Fed ID)

· Address & Phone Number of Facility

3. Forms from any gambling winnings or total amount of winnings

4. Unemployment Received in 2010

5. W-2 Forms for all Employers

· Last paystub may be used for additional fee ( Only after Feb. 1st )

6. 1099 - MISC Forms Received

7. Mortgage Interest for Home

· 1099-INT or Last statement of 2010

8. Amounts Paid

· Registration of Vehicles

· Property Taxes

· Donations

· Work Related Expenses

9. Direct Deposit Information

· Bank name & Routing number

· Account Number

10. Copy of Last years tax return

* Please note that unless actual IRS forms are used, any IRS refund or amount owed is an estimate based on information provided.