Please total all receipts prior to appointment. We DO NOT need copies of your receipts. Please keep receipts with your tax documents for your own records.

This is a list of the most common items you may need to complete your tax return. Please note, we may need additional forms depending on your tax situation.

____1. All W-2s.

____2. All 1099 forms received confirming income, including:

  • Interest
  • Dividends
  • Broker Packets/Stock Sales – Please include year-end summary and basis details, if not provided.
  • Retirement
  • Social Security
  • Disability
  • Unemployment
  • Gambling Winnings
  • HSA – 1099-SA

____3.  Please provide official IRS letter with the total amount received for the 3rd stimulus payment. IRS 6475

____4.  Please provide official IRS letter with the total amount received for the Advance Child Tax Credit. IRS 6419

____5. K-1’s from partnerships, multi member LLCs and S-Corp.

____6. Marketplace Health Insurance: Please provide form 1095-A.

____7. Student Loan Interest and IRA Contributions

____8. Business: Please use our Schedule C checklist to assist you in preparing and totaling your income and expenses.

(Found via Middletontaxservices.com)

____9. Rental Homes: Please use our Schedule E checklist to assist you in preparing your rental income and expenses.

(Found via Middletontaxservices.com)

____10. Child Care Information: Provider’s name, address and EIN or social security number and the amount paid for each


____11. Medical Receipt Totals: doctors, dentists, chiropractors, prescriptions, counseling, massage therapy, copays, lab fees,

etc. We do not need a copy of your receipts. We do need the total amount spent on medical expenses.

____12. Medical Mileage: Please include the total miles driven to and from medical appointments.

____13. Real Estate: if you purchased, sold or refinanced a home, please include your settlement statement for each


____14. Vehicle License Tax: This can be found on your vehicle registration. Please include for each vehicle owned.

(Include copy of sales contracts for the purchase of cars, trucks, motorcycles, RVs, trailers, etc.)

____15. Mortgage Interest & Property Tax: Please include form 1098 from your mortgage lender.

____16. Non-Cash Charitable Donation Amounts: i.e. Goodwill, Salvation Army, Helen’s Hope Chest, etc. We do not need

receipts. Please include the total dollar amount donated. You can find donation valuations online.

(Donation Value Guide: https://goodwillnne.org/donate/donation-value-guide/)

____17. Cash Charitable Donation Amounts: Please total your cash charitable donations by organization and amount.

____18. Estimated Tax Payments: Please include the amount of payments made to the IRS or State agencies.

____19. IRS or State Correspondence: Please include any correspondence received.

____20. Bank Routing and Account: If you have changed your banking information, please update us.

____21. Payments can be made via cash, check, credit card or Venmo @MTS-AZ. Returns are not e-filed until          

payment is received.

___­_22. There will be a $5 fee for all printed tax returns.


New Clients:

  • Please provide full names, DOBs, SSNs for taxpayer, spouse and all dependents.
  • Please provide complete copies of your previous year’s federal, state and local returns.
  • Please provide us a copy of you and your spouse’s driver’s license.