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Your Documents

For new clients, we ask that you provide the following documents at your first appointment.

  1. Last year's tax return, the last 3 years if possible
  2. W-2 Forms
  3. 1099 Forms
  4. Check register
  5. Social Security numbers for everyone on your return, including all children
  6. Interest and dividend slips
  7. Interest paid on loans
  8. Business expenses
  9. Records of contributions
  10. Medical slips from doctors and physicians, if it totals 7.5% of your income
  11. Expenses for any classes
  12. Any correspondence to or from the Internal Revenue Service


Springhill Tax Service
5326 Main Street, Suite G
Springhill, TN 37174
Phone: (931)486-3380  Toll Free (866)481-3380   Fax (931)486-3383

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Copyright 2004, 2005 Springhill Tax Service
Last modified: October 26, 2007