Items Needed to Prepare Personal Tax Returns
* Source documents such as W-2's, Forms 1099, Forms 1098's, etc.
* Please complete our questionnaire at the link below (If you answer yes to any of the questions you most likely need to either provide a form or more information.):
https://www.wehnercpa.com/_files/ugd/e67fbd_c13f2e87c7da48aea4e30aefdf45e274.pdf
* Did you make any charitable contributions to nonprofit organizations last year via check/credit card/cash? If so, what was the total amount? $________________
* Did you donate any noncash items to nonprofits (e.g. clothing & household goods to organizations like SPCA or Goodwill) last year? If so, was the estimated total fair market value of the items donated? $___________.
If over $500, please let me know who you donated to. If over $5,000 you generally have to have an appraisal (donations of household items over $5,000 FMV is very rare).
See wehnercpa.com/non-cash-contributions for more information on noncash donations.
If you have any of the following we will also need additional information:
* Rental property or properties - Please provide profit & loss or complete this rental sheet for each property.
*Business (Sole Proprietorship) - Please provide profit & loss or complete this business sheet for each business.
Below is a link to the various ways to send information to us:
* If you are missing a tax form please let us know. If we have an income tax power of attorney on file we may be able to get the information directly from the IRS or FTB.
This list is pretty close to the bare minimum that we need to prepare a personal income tax return. Please note that we send an income tax organizer to clients that has specific pages based on their prior year's tax returns (e.g. rental & business sections that list prior year's amounts). This can be found in our continuing client's TY25/Client Organizer folder in our SmartVault portal. We do not require that you complete the organizer but strongly suggest doing so for our clients with more involved returns.