- Email: amirn@fortuneacctsvs.com
- Phone: +1 949 836 4716
Individual checklist
Personal Information
- Spouse SSN and DOB
- Dependent SSN and DOB
- Current Address
Rental Income
- Income Expenses
- Expenses
- Depreciation Schedule
Employee Information
- All W-2 Forms
- Medical Expenses
- Real Estate Taxes
- Mortgage Interest (1098)
- Donations
- AZ Education Credits
- Energy Efficient Credit
- Vehicle Registration
IRA Information
- Value of IRA’s
- Any withdrawals or contributions
- 1099’R’s
Education Payments
- Bills for College
- Student Loan Interest
- 1098 T
- Education Savings Acct
Savings and Interest
- Interest Dividend Income
- Stock Sales
- 1099 Int/OID’s
- Cost Basis for Stocks
Other Income
- Alimony Paid or Received
- Prizes
- Gambling Winnings
- Health Savings Accounts
- Unemployment
About us
Why I say old chap that is spiffing lavatory chip shop gosh off his nut.!
CTEC ID#A334185
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