• Your social security number and date of birth, if not previously provided
• Spouse’s social security number and date of birth, if not previously provided
• Children’s social security numbers and dates of birth, if not previously provided
• Social security number of any new dependents in 2007
• Divorce paperwork, if divorced in 2007
• Estimated payments -- date of payment and amount
• Current e-mail address ______________________
• For direct deposit:
        � Bank Routing transit number
        � Account number
        � Type of account: checking ___  savings ___
• IRA contribution:  Traditional _____  Roth _____
• Moving expenses (if you moved over 50 miles closer to your employer).
• Current address if you have moved in last 12 months

Income

• W-2 Wage Statements
• 1099’s – Interest from banks or self-employment income
• Alimony (if recently divorced – divorce settlement papers)
• Refunds from state departments of revenue (i.e., Arizona refund)
• Capital gain –  from mutual funds
• Any pension distributions         
• Rental income
• Unemployment compensation
• Social Security benefits
• Information on any sale
        � Sale price
        � Date of purchase
        � Date of sale
        � Acquisition price
        � Improvements – if on a piece of rental property

All income is subject to taxes. The above is a list of the most common sources of income.

Deductions

• Medical expenses (including medical mileage)
• State taxes paid on prior years (paid in 2007)
• Real estate taxes
• Personal property taxes (in Arizona, that is your car licenses)
• Home mortgage interest
• Charitable gifts, both cash and noncash
• Cost of tax preparation (paid in 2007)
• Employee expenses – traveling between jobs, professional dues, education, etc.
• Investment expenses, safe deposit box, investment magazines
• If you have your own business, any business expenses
         � Advertising
         � Car expenses
              � Total miles driven
              � Business miles driven
              � Commute miles
              � Actual expenses: repairs, gasoline, service, license plate tags, etc.
              � Year and make of car
• Commissions and fees
• Furniture and Equipment purchases (also need dates purchased)
• Business insurance
• Rent (that you paid to someone for space)
          Did you remember to issue a Form 1099 to the landlord?
• Legal and professional services
• Office expenses:  utilities, cleaning service, telephone
• Supplies:  paper, pens, computer cartridges, etc.
• Travel
• Meals and entertainment
• Other expenses (example:  long distance telephone calls)
• Retirement contribution
• Medical Savings Plan contribution
• Rental expenses from homes or other property that you rent to someone else.
• Teaching supplies, if you are an educator

The above list is not exhaustive.  Generally, deductions are allowed if used to produce income.

Other Miscellaneous Items

• Please bring mortgage documents if you have purchased, sold or refinanced your home in 2007
• If you are a new client, please bring the past two years of tax returns, in addition to the completed client information sheet.