• Please bring all statements that show the wages, interest or any other income you received during 2021 (W-2's, 1099's, your Social Security Statements, Pensions & Annuities, etc.)
• If you withdrew money from your 401k, please bring the required documentation (Form 1099-R)
• If you were unemployed, received alimony or gambling winnings, please bring these documents with you (W2-G)
• If you paid any Student Loans during 2021, please bring form 1098-T with you (provided by College)
• If you were Self-employed during 2021, please bring totals of your income and expenses by category (see Business/Rental section below)
• If your child goes to daycare, we need to have the ID number (or Social Security number) and address of the provider along with the amount you paid to them
• If you are covered by Health Insurance please bring a copy of your 1095 A, B, or C - whichever applies to you
• If you did not receive the 3rd Stimulus check of $1400, you may be entitled to a Rebate Credit
• Reconcile payments received from the Advanced Child Tax Credit and bring with you (may receive letter from IRS summarizing the payments sent out)
• Could be a substantial penalty for not withdrawing the required minimum distributions from your retirement account by 12/31/2021 (this was waived in 2020)

With proper documentation, the following may be deductible:

1. Unreimbursed medical expenses
2. Moving expenses (if Military)
3. Recognizable charitable donations (up to $600 for married couples without itemizing deductions)
4. Overnight job related expenses (log book if filing Schedule C) 
5. Job improvements (if you own your own business)
6. Casualty losses (if loss was from a natural disaster)

All receipts should show a grand total

For Business expenses and Rental property, please have a total expense for each of the following categories, if applicable:

1. Advertising
2. Car & Truck Expense
3. Commissions and fees
4. Contract Labor
5. Insurance (other than health)
6. Interest paid on Mortgage and/or  interest paid on other loans for your business
7. Legal and Professional fees
8. Office Expense
9. Rent or lease
10. Repairs & Maintenance
11. Supplies
12. Taxes & Licenses
13. Travel
14. Deductible Meals
15. Utilities
16. Wages paid to employees
17. Other Expenses 

If new equipment was purchased, please provide a list of equipment with the date purchased and the amount.

Filing Deadlines:

January 31, 2022:

Furnish W-2 Copies B, C, & 2 to employees.  File Copy A along with Form W-3 to the IRS.

Furnish 1099 Copy B to recipients.  File Copy A with the IRS along with Form 1096 for paper filing.

March 15, 2022:

Last day to file Partnership and Corporate Returns

April 15, 2022:

Last day to file Individual Returns