The Accounting Factor

Tax Information

What To Bring For Your Appointment

accountants@myaccountingfactor.com

Income Documents:

  • W2's

  • 1099's

    • 1099-R (Retirement Distributions)

    • 1099-G (Unemployment Income)

    • 1099-NEC (Contractor Income)

    • 1099-MISC (Rental & Other Income)

    • 1099-INT (Bank Interest Income)

    • 1099-DIV (Dividend Income)

    • 1099-B (Stock Income)

  • Alimony Received (if taxable)

  • Social Security Income (1099-SA)

  • Business Income (K1 Statements)

  • Profit & Loss Statements for Businesses

  • Profit & Loss Statements for Rental Activities

  • Gambling Winnings

  • Foreign Investment Income

  • Cryptocurrency Income

Tax Deduction Documents:

  • Medical Expenses (Must Be More than 7.5% of Adjusted Gross Income)

  • Mortgage Interest (1098)

  • Real Estate Taxes Paid

  • Charitable Donations (Cash and Non-Cash)

  • Tuition Expenses (1098-T)

  • Closing Documents for Purchase, Sale, or Refinance of Home

  • Child Care Expenses and Tax Information

  • IRA Contributions

  • HSA Contributions

Peng Lim