Check list of what to bring to Your Tax Appointment

 □  All W-2 forms

  □  Social Security numbers and birthdays for taxpayer, spouse & children

  □  Amount of interest, dividends and capital gains received (income or losses)

  □  Amount of state & local refunds received last year

  □  All income and expenses related to your business

  □  Auto mileage for business or rental properties— total mileage  & business miles on vehicle

  □  All 1099 forms received confirming income from retirement, disability, gambling winnings

  □  Amount of Unemployment Compensation received

  □  Amount Social Security Benefits received

  □  Amount of rental property income and expenses

  □  Amount of IRA contributions

  □  Amount of Student Loan interest paid

  □  Amount paid for child care including provider's SS# or Fed. ID# and address.

  □  Amount of higher education expenses (tuition & fees) paid in 2009

 □  Amount of health insurance premiums paid

  □  Real estate property tax bills showing amount assessed & paid for your property in 2009

  □  Amount of Michigan Sales Tax paid in 2009 if you purchased a car, boat or motorcycle

  □  2009 Taxable value of your home (for MI Homestead Credit)

  □  Amount paid for auto license fees (autos, trailers, boats, etc)

  □  Year-end statement of mortgage interest (Form 1098) and escrow activity on mortgage

  □  Charitable contributions (cash, non-cash gifts, mileage)

  □  Sale of Home in 2009 - closing papers when bought  & sold

  □  Amount of job related expenses & union dues

  □  Amount of 2009 Estimated Tax Payments (Federal & State)

  □  Amount of purchases bought on Internet/ catalog (for MI Sales Tax)

  □  Amount of rent paid in 2009, name and address of landowner

  □  2008 income tax return (unless prepared by Woods Tax Service)

  □  Direct Deposit information:  bank account no. & routing no.