Tax Filing Check-List

• All W-2's from all your Employers
• All 1099's
• Dependent's Information
(a) Copy of Social Security Cards
• Mortgage Interest Statement for Home Owners
• Childcare Provider's Information / Payment
Information
• Interest Income Statement (1099 - INT)
• Dividend Income Statement (1099 - DIV)
• Self Employment Income Declaration for each Businesses
• Tuition Payment Information
• Social Security Retirement Payment (1099- R)
• Charitable Donation Payment Statements
• Copy of Your Social Security Card

(1) Client’s Confidential Information

Client Confidentiality: The principle we adhere to, not revealing  information about clients to a third party without the consent of the client or a clear legal reason. This concept is commonly provided for in law,  including the State of Georgia.

In our case we use Client’s Confidential Information Sheet to ascertain confidential information about our clients,  their spouse and dependent & children for tax filing purposes only.
        

Our Location:

2912 Mountain Industrial Blvd, Suite B
Tucker, Georgia 30084
Phone: 770-270-5737 | Fax: 770-270-9787
Email: joebutch@jbutch.com

•(1) Client’s Confidential Information.

•(2) Sole Proprietorship-Independent Contractor Business information Sheet.

•(3) Declaration of Self-Employment Income & other Miscellaneous Income.

•(4) Form 8867 Due Diligent Questioner Earned Income Credit Qualifier.

•(5)1099 Information Sheet.

•(6) Itemized Deductions.

•(7) Consent to Use Of Tax Return Information.

•(8) Self Employed Filers: Complete Forms 1, 2, or 3, 4 & 7.

•(9) W-2 Tax Filers: Complete Forms 1, 4 & 7, & 5 If you own a Home.