Hartlaub Tax Services, LLC.

COMPLETE TAX SERVICE

513-821-8768

 

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List of Items to Bring when having your Taxes Prepared

Driver’s License or other Current Picture ID for you and your spouse

Social Security Cards

• You

• Your Spouse

• Your Children

List of Estimated Payments made to the Federal Govt., any State, and any Cities

Income Statements

• W-2’s

• 1099’s

  • For Interest

  • Dividends

  • Retirement Income

  • Self-Employment Income

  • IRA Disbursements

  • Unemployment

• W-2G’s for Gambling Winnings and Losses

• Social Security Statements

• Sale of Business Property, including

  • Portions of your home you have previously claimed for an in-home office expense that you have now sold

• Rental Property Income

Deductions

• Mortgage Interest

• Real Estate Tax

• Medical Expenses totaling more that 7.5% of your Income

• Charitable Contributions

• Gambling Losses

• Child Care Expenses

• IRA Contributions

• Alimony Paid

• Employee Business Expenses

• Proof of Purchase of an Electric Car during 2002

• Ex.: Toyota Prius and Honda Insight

7011 Vine Street Cincinnati, OH 45216
Phone:(513) 821-8768      Fax :(513) 679-6221

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Hartlaub Tax Service