For New clients or clients with dependent changes, please provide:

• Copy of social security (or write down the name & number exactly as it appears)

• Home Address

• Filing Status (married, single, married filing separate, etc.)

• Date of Birth
  

• Occupation(s)

• Contact Numbers (Home or Cell) & E-mail address.

For Returning clients with no changes to any information from last year:

• List just the dependents & include your home and cell number with E-mail address so we can contact you easily.

All New Clients must send:

• Copy of Income Tax Returns from previous year if you filed a long form.

• Send All portions of your W-2's except for the copy that says "Employee Copy".

Mortgage, Refinanced, Property Tax, Interest, Stocks & Bonds, Unemployment and Gambling.

• Send ALL 1098-Mortgage Interest forms (Interest you paid on your home from each bank).

• A Copy of your Property Tax Statement or write down the amount of property Tax you paid last year.

• If Refinanced or Bought a home last year, send a copy of Final HUD-1 closing Cost Statement.

• Send All 1099-INTEREST, 1099-DIVIDEND & Stocks & Bonds (Barter & Exchange) Forms. * If you DID NOT receive a form, but have interest to report, please send me (or write down) the amount found on bank statements in either the previous tear's December or current year's January statement.

• If you DO NOT have any Interest to report, then please write down: NO INTEREST LAST YEAR.

• Send any 1099-G Unemployment Forms, W2-G Gambling Forms and 1099-R Distribution Forms.

• Write down amounts paid for individual DMV Registration.

Any Additional Information:

• Any Additional Expenses write on a separate piece of paper, the category/name of the expense and the amount paid for each expense plus the amount paid in the previous year. Example: Union Dues, Charitable Contribution, Safe Deposit Box, Tax Prep Fees, Professional Journals, Protective Uniform/Work Clothing, Laundry, Cleaning, Work Tools, Cellular Phone Bills, Continuing Education and Training Expenses as well as anything else you feel related to your work. (I will go over it later, with you). Please see back my card for additional items I need.

Send Check To:

• Send check in the amount of $100.00. This deposit is to start the process of your Income Tax Return. It will also serve as the account information needed where your Refund Check will be directly deposited. * Make check payable to John Vartanian, Independent Tax, Real Estate and Mortgage Services, INC. or Heather Brown.