Checklist for

Personal Tax Preparation
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Tax Preparation Checklist

If you have any questions while compiling your personal income tax documents please call us at 910-799-0880. If you are interested in learning more about our personal income tax preparation services we would love to speak with you!


  • W-2 Forms
  • Business Income (Form K -1, Form 1099-MISC, etc. )
  • Farming Income
  • State Tax Refund (Form 1099-G)
  • Unemployment Income (Form 1099-G)
  • Retirement Income (IRAs, pensions, annuities) (Form 1099-R)
  • Social Security Income (Form SSA-1099)
  • Bank Interest Statements (Form 1099-INT)
  • Broker Statements:
    lnterest Income (Form 1099-INT)
    Dividend Income (Form 1099-DIV)
    Capital Gains from sale of stocks, bonds, mutual funds (Form 1099-B)
  • Sale of Home/Property
  • Rental Properly Income
  • Cancellation of Debt (Form 1099-C)
  • Any other miscellaneous income

Expenses / Adjustments

  • Mortgage Interest/Points Paid (Form 1098)
  • Mortgage Insurance Premiums Paid
  • Real Estate Taxes Paid
  • Personal Property Taxes Paid: Auto, Motorcycle, Boat, etc.
  • Estimated Tax Payments (include amounts and date of payment)
  • Medical. Dental & Eye Care:
    Out-of-Pocket Expenses
    Medical Savings Acct. Contributions
    HSA Contributions
  • Child/Dependent Care Expenses
  • Donations:
    Made with check or credit card or cash with receipt
    ltems donated with receipt
  • Student Loan Interest Paid (Form 1098-E)
  • Tuition Paid (Form 1098-T)
  • Moving Expenses for Military Personnel only
  • IRA Contributions
  • Educator Expenses
  • Adoption Expenses
  • Casualty or Theft Losses
  • Any other miscellaneous tax expenses/adjustments

Direct Deposit

If you’d like your refund to be paid by direct deposit, please bring your bank account number and your bank routing number and indicate whether it is a checking or savings account.

Tax Credits

  • Energy Tax Credit
  • Education Credits
  • Earned Income Tax Credit
  • Child Tax Credit
  • Child and Dependent Care Credit

Schedule A Consultation

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4900 Randall Parkway, Suite F
Wilmington, NC 28403