Schrotenboer
Tax & Accounting
Location:
6161 28th St SE, Suite 12
Grand Rapids, MI 49546

Phone: 616 940-1045
Fax:
616 940-1046

Email: davetax@sbcglobal.net

Now scheduling appointments for tax year 2015. Call or email soon to get your preferred time.

What should I bring for my tax appointment?

LAST YEAR'S TAX RETURN
W-2'S FROM ALL EMPLOYERS
INTEREST & DIVIDEND INCOME
MORTGAGE INTEREST STATEMENT
PROPERTY TAXES
-These might be listed on your Mortgage statement if paid through an escrow account.

CLOSING PAPERS IF YOU BOUGHT OR SOLD  A HOUSE

PROOF OF HEALTH INSURANCE-Bring form 1095-A,1095-B or 1095-C if applicable

CONTRIBUTIONS/DONATIONS LISTING

ANY EXPENSES AS AN EMPLOYEE?
-Unreimbursed Mileage, Travel Costs, Union Dues, etc.
MEDICAL EXPENSES (IF VERY SIGNIFICANT)
COST OF LICENSE PLATES
DAY CARE EXPENSES
-Name, Address, Social Security Number of Provider and amount paid
TUITION EXPENSE
STUDENT LOAN INTEREST
STOCK SALES
-Need the cost basis of stock if not listed on the form
If self-employed we would need a summary of revenues and expenses

plus mileage, equipment purchases, etc.

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