Burlingame & Frank LLC
508-677-0234
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Items and information you will need to provide us 
with at your Income Tax Preparation appointment

Information for all filers and dependents:

Social Security Number
Date of Birth

Information about your income:

W-2 forms from all employers
1099 forms from - Investment income, dividend income
1099-G Income from state and local income tax refunds and/or unemployment
Alimony received

Business income:
profit/loss statement
capital equipment information
IRA/pension distribution information
Rental property income/expense
Social Security benefits - form SSA-1099
Income from sales of property -Documentation of cost of improvements, HUD closing statement

Other miscellaneous income - jury duty, gambling winnings

Income Adjustments:

Please provide
    IRA contributions
    Energy credits
    Student loan interest
    Medical Savings (MSA)  Account contributions
    Moving expenses
    Self-employed health insurance payments
    Keogh, SEP, SIMPLE and other self-employed pension plans
    Alimony paid
    Educator expenses

Itemized deductions and Tax credits:

Advance Child Tax Credit payment
Child care costs - provider's name, address, tax id,  amount paid
Education expense - form 1098-T
Adoption costs
Home mortgage interest - Forms 1098 (Includes Points paid if applicable)
Investment interest expense
Charitable donations - Value of donated property, miles driven, out-of-pocket expenses
Casualty / theft losses - amount of damage less insurance reimbursements
Other miscellaneous tax deductions - union dues, unreimbursed employee expense (uniforms, supplies, education, travel, etc.)
Medical and dental expenses

Taxes Paid:

State and local income taxes paid
Real estate taxes paid
Personal property taxes - vehicle excise tax, license fee

Other information:

Estimated tax payment made during the year
Prior year refund applied to current year
Amount paid with extension

Direct deposit information - routing and account numbers

Call: 508-677-0234
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