Ann Arbor Tax Preperation

Ann Arbor tax preparations accountant Don Strom has created this year end tax organizer checklist to assist in understanding the tax preperation process.

Personal Data

  • Social Security Numbers (including spouse and childern)
  • Child care provider: Name, address and tax I.D. or SSN
  • Alimony paid: Social Security Number

Employment & Income Data

  • W-2 forms for this year
  • Unemployment compensation: Forms 1099-G
  • Miscellaneous income including rent: Forms 1099-MISC
  • Partnership, S Corporation, & trust income; Schedules K-1
  • Pensions and annuities: Forms 1099-R
  • Social Security/RR1 benefits: Forms RRB-1099
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds: Form 1099-G

Homeowner/Renter Data

  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses Fianacial Assets

Financial Assets

  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Studen loan interest paid
  • Early withdrawl penalites on CDs and other time deposits

Ann Arbor Accountant that knows:

  • Complete E-Filing
  • All Business Tax Forms
  • Sole Proprietors
  • Limited Liability Companies
  • Partnerships
  • C Corporation
  • S Corporation
  • All Employment Tax Forms


  • Gifts to chairty (qulified written statement for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
  • Investment expenses
  • Job-hunting expenses
  • Job-related education expenses
  • Child care expsenses
  • Medical savings account
  • Adoption expenses
  • Alimony paid
  • Tax return preperation expenses and fees

Self-employment Data

  • Business income: Forms 1099-MISC and/or own records
  • Partnership SE income: Schedule K-1
  • Business-releated expenses: Receipts, other documents & own records
  • Farm-related expenses: Receipts, other documents & own records
  • Emplyment taxes & other business taxes paid for current year. Payment records

Miscellaneous Tax Documents

  • IRA, Keogh and other retirement plan contributions: If self-employed, identify as self or employees
  • Records to document medical expenses
  • Records to document casualty or theft losses
  • Records for any other expenditures that may be decuctible
  • Records for any other revenue or sales of property that may be taxable or reportable