Tax Preparation Checklist

Thank you for choosing the Imperato Agency to prepare your Income Taxes.

If you are mailing, faxing, e-mailing, or coming in for an appointment here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely.

Please be advised certain items may or may not apply to everyone.

	Copies of all Social Security Cards and DOB's for individuals listed on the return
	W-2's
	1099-Int	Interest Bank Statements
	1099-Div	Dividend Statements
	Form 1098	Mortgage Interest Statements
	1099-SSA	Social Security Statements
	1099-B	Year End Brokerage Statements / Proceeds from Sale of Stocks or Mutual Funds (if applicable, for any stock sales provide cost basis along with purchase dates)
	1099-C	Cancellation of Debt
	W-5	Gambling Winnings
	1098-E	Student Loan Interest Statement
	HUD-1	Closing Statements for sales or purchases of Real Estate
	1099-G	Unemployment Compensation Received Amounts
	1099-G	Prior Years State Tax Refund Amounts
	1098-T	Qualified Tuition Paid Statements
	1099-R	Retirement Plan Distribution Statements: Withdrawals, Rollovers or Loan Defaults
	Form 8889	HSA Account Contribution or Distribution amounts
	Form 1099-MISC	Small Business / Self-Employed Individuals (Schedule C): Complete books and records
	Any other pertinent or applicable documentation

If you are a new client please include a copy of your previous year's tax return, along with your date of birth, occupation, day time, evening, and cell phone numbers.

Forward all these documents to the following address and put to the attention of your tax preparers name. We strongly suggest using an overnight service such as UPS or FedEx so that it may also be tracked.

Imperato Agency
66-66 Grand Avenue
Maspeth, NY 11378

or e-mail your documents to the following address: taxes@imperato.com

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