The Tax Doctor

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Please provide us with the following information so that we may process your return quickly. 

Name:

Tax Year: 

Original W-2'S total income: 

Original 1099'S total income: 

Original 1098'S total income: 

TOTALS ONLY: (you save receipts in case of audit)

A) Drugs, Doctors, Eyeglasses, Medical Insurance and all other medical expenses not covered by insurance: 

B) Residence property tax. (if no mortgage).

C) Charitable contributions by cash or check:

D) Non cash contributions  

List to whom, value and kind of property donated:

E) Personal property tax on vehicles (look on registration for privilege tax).

Amounts deposited into pension plans: 

Did you have a robbery or other casualty loss? 

Amount: 

Explain in detail: 

Did you sell any stocks or bonds. I need the 1099-S form.

Date you bought the stock: 

Amount of stock purchase: 

Did you put money into a medical savings account?

If yes, how much: 

Did you incur student loan interest? If yes, how much: 

If self-employed, did you pay medical insurance? If yes, how much: 

If there was a Changes in address, provide new address:

Dependents: 

Over 65: Yes No 

Child care expenses: 

Day care name: 

Day care address:


 
 

Day care Federal ID#: 

How many children in day care: 

Mail a copy of your prior years tax return.
 
 

Fax 702-364-0471