Tax Interview

What do you need to bring to when you meet with a Taximum professional?

In order to provide you with the best and most accurate service, we ask that you provided us with any of the following items that would apply to you in the tax preparations interview. For you convenience, you may also print this page and use as a checklist to ensure you have all the applicable documents.





___Taxpayer Social Security card

___Spouse Social Security card

___Social Security cards for any dependents

___Taxpayer valid ID (Driver’s License)

___Bank information or voided check for  refund direct deposit

___Copy of last year’s tax return (new clients only)


___Wage statements/ W-2s

___Self-employment business income and expenses/1099-MISC

___Unemployment income/1099-G

___Commissions received/paid

___Pension, retirement income/ 1099-R

___Cancelled Debt Amount/1099-C

___Social Security income / SSA-1099

___IRA Contributions

___Statements on the sales of stocks or bonds/ 1099-B

___Interest and dividend income/1099- INT/1099-DIV

___Lottery or gambling winning/losses

___State refund amount/1099-G

___Rental property income and expenses

___Alimony  received

___Record of sale of residence


___Real estate and personal property taxes

___State or local taxes paid

___Estimated taxes of foreign taxes paid

___Cash and non-cash charitable donations

___Job-related educational expenses

___For teachers: Educator expenses

___Tuition and Education Fees/1098-T

___Student loan interest / 1098-E

___Self-employed health insurance payment records

___Moving expenses

___ Alimony paid


___Child care expenses and provider information

___Education cost: Form 1098-T, education expenses

___Adoption costs

___Mortgage or home equity loan interest paid/1098

___Medical and dental expenses

___Casualty or theft losses

___Unreimbursed employment-related expenses (uniform, supplies, travel, etc)

___Home Business/Office expenses

___Rental property expenses

___Record of purchase of residence