Prillerman & Associates -
**Items to bring to an appointment/ fax or email over**
 
 
Wage Statements - W-2s
SSN Cards
Pension, Retirement Income - 1099_Rs
Dependent’s Social Security
Numbers & Dates of Birth
Interest and Dividend Income
Driver’s License(s)
Self-Employed Business Income &
Expenses
Rental Income and Expenses
Mortgage Interest Statement/s
Settlement Statement (Real Estate)
Real Estate Property Tax Info
Alimony Paid or Received with
ex-spouse SSN
Child Care Expenses & Provider
Information
Interest and Dividend Income
Education Expenses
Commissions
Medical Dental Expenses
Sales of Stocks or Bonds
Non Cash and Cash Charitable
Donations
Lottery Gambling Winnings
Foreign Taxes Paid
 
 
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