We also had income from some investments. We received interest and dividends from a few places. Can you tell me if those are reported on a 1099 form? If so, I may have to request this from my bank. We own our home and paid the typical homeowners expenses. What expenses will you need from us relating to our home? Are there any other questions you have for us, such as other deductions we can take?

Just curious: this tax "stuff" is so much information to remember. How do you ever stay on top of all of these tax rules? Please let us know what other information you will need from us and what documents you will need us to send over to you. Thank you in advance

Identify what additional documents the clients need to provide in order for you to do their taxes.

Identify applicable deductions and credits available for the clients.

Differentiate types of income and expenditures.

Explain how you utilized the IRS website for staying current in the identification and application of appropriate tax codes and laws.