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  • Writer's pictureGriffin & Furman, LLC

Income Tax Prep Checklist

Documentation to prepare personal income tax returns.

Proof of Income

  • Wages earned (W-2 documents)

  • Independent contractor wages earned

  • Investments (including dividends)

  • Credit Union and bank interest earned

  • Unemployment

  • Rental income

  • Trusts

  • Prizes

  • Social security

  • Retirement benefits

  • Sale of real estate

  • Income from hobbies

  • Alimony

  • Gambling winnings

  • Debt that has been forgiven

Proof of Expenses

Need Help With Your Income Taxes?

For help with your tax planning and income tax preparation, give our team of Certified Public Accountants a call at 985-727-9924.

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