O'Brien Tax Service
O'Brien Tax Service

   Checklist for Tax Preparation

                             NEW CLIENTS

  • Social Security Cards for Every Family Member
  • Drivers License copy  (including Spouse)
  • Birthdates for Every Family Member
  • School District you Live In
  • Copy of Last Years Return 

                                 INCOME

  • W-2s,  Unemployment, Social Security/Railroad Retirement 
  • ALL 1099s  INT  DIV  B  C  G  R  MISC  SSA / RRB
  • Alimony Received
  • Interest & Dividends, Stock Sales, Pension / Retirement
  • Last Year's State & City REFUNDS
  • Awards & Prizes, Gambling or Lottery
  • RENTAL, HOBBY, SELF EMPLOYMENT, PARTNERSHIP, S CORP, Sale of ANY Business Asset

                              DEDUCTIONS

  • Medical & Dental Expenses including mileage
  • Property Taxes Paid, Auto Registration
  • Major Purchase you paid Sales Tax
  • Mortgage Interest
  • Charitible Donations Cash & Non Cash items
  • Gambling Losses
  • Moving or Job Hunting Expenses
  • Employee Expenses (not reimbursed), Union Dues
  • Office in Home Expenses (self employed)
  • Casualty & Theft Losses 

                     ADJUSTMENTS & CREDITS

  • Adoption Expenses 
  • Alimony Paid (incl social security of reciptent)
  • Student Loans / Educational Expenses 1098-T
  • IRA Contributions, Roth Conversions
  • Estimated Taxes Paid, Foreign Taxes Paid
  • Child Care Provider Info and Amount Paid
  • Teacher Educator Expenses

                                  Michigan

  • Taxable Value of Home
  • Property Taxes Billed For Income less than $50,000
  • Medical Insurance Premiums (including Auto Ins Medical)
  • Sale or Purchase of Residence
  • Contributions to 529 Plan

                               MISC Items

  • Claiming EITC Proof of Support, divorce agreement 
  • If City Tax number of days lived  / worked in the city
  • Direct Deposit Information
  • Investment Statements

Contact Us Today!

O'Brien Tax Service
3156 New Holland St
Hudsonville, MI 49426


Phone: +1 616 929-8594+1 616 929-8594

E-mail: john@obrientax.us

 Find us on Facebook @obrientaxus