Mansfield Bookkeeping & Accounting

Mansfield Bookkeeping & Accounting
PO Box 9047
Kansas City, KS 66112-9047
ph: (913) 334-1056
accountant@MansfieldTax.com

Please have the following information available at the time of your appointment:

For all tax returns:

Prior year tax return if available
A picture id for taxpayer and spouse
Social security cards for taxpayer, spouse, and dependents
Taxpayer and spouse full names and dates of birth
Dependents - full names and Dates of birth
Dependent care expenses - need provider's name, address, tax payer identification #, and total amount paid for the year. Most daycares will provide this information.
W-2's for all jobs worked during the 2010 tax year
Information on any additional income not reported on a W-2

For Schedule A & B (itemized returns)

Any Form 1099's received (for interest, dividends, unemployment received, IRA distributions, etc)
Form 1098's
Support for any deductions claimed (receipts for real estate taxes paid, medical expenses, charitable giving)

For Schedule C sole proprietorships

Receipts or records documenting business income received during 2010
Receipts for business related expenditures
Mileage log, if applicable, if deducting mileage expense
If depreciating assets, details of date they were placed into service, as well as the costs are needed. Often this can be located on the prior year return reflecting this information
Extra charges may apply if the sole proprietorship's records must be organized and categorized.

Mansfield Bookkeeping & Accounting
PO Box 9047
Kansas City, KS 66112-9047
ph: (913) 334-1056
accountant@MansfieldTax.com