Please be sure to bring the following with you:

______1.  All copies of W-2, 1099, and K-1 Forms.

______2.  All year-end lender loan statements (Forms 1098), including those refinanced or paid off during the year.

______3.  Property tax bill.

______4.  1099 Forms reporting all stock sales for 2008 as well as purchase date and cost information.

______5.  1099 Forms reporting unemployment compensation, state tax refunds, and Social Security benefits received.

______6.  5498 Forms reporting all IRA balances and accounts.

______7.  1099 Forms reporting all retirement fund and IRAs transferred.

______8.  Schedule summarizing business or rental income and expenses, if applicable.

______9.  Social Security numbers of all dependents (if not previously supplied). Birth dates of all dependents.

_____10.  2006 and 2007 returns (new clients only).

_____11.  Completed tax data checklist.

_____12.  Your federal and state tax booklets, if received.

_____13.  Record of estimated tax payments made- dates paid and amounts.

_____14.  Name, address, and Social Security numbers of all child care  providers.

_____15.  Any other documents you feel may be needed.

Sources Of Deductions: 

Please review your records and see if you may have anything in the following categories  

MEDICAL EXPENSES

______    Prescription drugs
______    Health insurance premiums
______    Medicare premiums
______    Long-term health care premiums
______    Dental insurance premiums
______    Doctors
______    Dentist
______    Hospital
______    Nursing care
______    Medical mileage
______    Medical travel and lodging
______    Lab and X-ray
______    Glasses /contacts/supplies
______    Hearing aid and supplies
______    Other medical  
______    Insurance reimbursement

TAXES   

______    Real estate tax
______    Other property tax
______    State/city income
______    State unemployment/disability tax
______    Sales tax on car & major purchase

INTEREST

______    Home mortgage 1st*
______    Home mortgage 2nd*
______    Home equity loan
______    Mortgage points-
______    Investment interest-
______    Student loan interest
                        *If paid to individual, list
                            Name                  ________________________
                            Address              ________________________
                           City/State/Zip      ________________________

DAY CARE INFORMATION

Name                   ____________________________________
Address               ____________________________________
City/State/Zip      ____________________________________
Fed ID or Social Security Number ______________________
Amount paid  $__________

CONTRIBUTIONS

______    House of worship
______    Payroll deductions
______    United Way
______    Heart/Cancer
______    Charity mileage
______    Clothing or other goods given to charity (if over $500, please include address of Charity)
______    Name of charity
______    Original cost
______    Fair market value

MISCELLANEOUS DEDUCTIONS

______    Union dues
______    Tax preparation fee
______    Education expense
______    Job seeking costs-
______    Investment expense
______    Professional licenses
______    Trade/professional journals
______    Safe deposit box
______    Safety equipment
______    Work tools
______    Business telephone
______    Uniform cost
______    Uniform laundry
______    Professional societies
______    Business mileage
                ______    01/01/08 - 06/30/08
                ______    07/01/08 - 12/31/08

OTHER

______    Alimony payments
______    IRA deposits
______    SEP deposits
______    Keogh deposits

QUARTERLY ESTIMATED TAXES PAID:

                            Federal              State

Jan. 2008         ________       ________

April 2008         ________       ________

June 2008         ________       ________

Sept. 2008         ________       ________

Jan.  2009         ________       ________