Rick Accounting Inc. — New client checklist
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Before your first appointment, gather:

Personal
- Government-issued photo ID for taxpayer (and spouse if joint)
- Social Security cards or SSA statements for all persons on the return
- Prior-year federal and state returns (if available)

Income
- All W-2s from employers
- 1099s for interest, dividends, retirement, unemployment, contract work, etc.
- Records of any other income not reported on a 1099

Deductions & credits (as applicable)
- Mortgage interest (Form 1098)
- Property tax statements
- Charitable contribution receipts (with dates and amounts)
- Education expenses (1098-T)
- Childcare provider name, address, and tax ID
- Health coverage Form 1095-A/B/C if marketplace or employer coverage

Business / rental (if applicable)
- Profit & loss or bookkeeping export for the tax year
- Asset purchase records and mileage log if claiming vehicle

Security
- Do not email tax documents. Upload through the secure client portal only.

Questions? Contact the office or schedule through the website.