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Falk Tax Service
What you need for a tax appointment.

  • -  Record of income - W-2s, 1099s, (Work, Banks, IRA's, etc.) 
  • -  1098s (home mortgage and taxes information)
  • -  Brokerage company statements
  • -  Business income and expenses
  • -  Rental activity
  • -  K-1's if you are a shareholder in a partnership or a S-Corp
  • -  Moving expenses if you relocated for a job
  • -  Out of pocket expenses for teachers
  • -  IRA contributions
  • -  Student loan interest paid
  • -  List of taxes paid (real estate, auto and luxury purchases)
  • -  Charitable giving
  • -  Medical expenses, including mileage driven to and from doctor appointments
  • -  Any documents having to do with the sale of your residence, refinance, or bought a 2nd home
  • -  Life changes that would affect your taxes, death, birth, etc.
  • -  Social security numbers and birthdates for taxpayer and dependents.