Camp, Pilgrim & Associates
8397 Duncan Street, Douglasville, Georgia 30134
Certified Public Accountants
Tax Document Checklist
What Should I Bring?

To help save you time and money, review the following list as you prepare for your tax document sign-in at Camp-Pilgrim.  If available, bring the applicable items from this list to your tax document check in, to help us prepare a tax return that results in the largest allowable refund for you. 

Please bring with you the following:

  • Last year’s Federal and State tax returns (for new clients)
  • Income/Wage statements:
    • W-2’s
    • 1099’s
    • Alimony received or paid
    • Commissions received statement
    • Brokerage account year-end statements
    • ESPP statements
    • Stock options sale papers
    • Rental property income and expenses
    • Partnership, S Corp, trusts, or estate yearly statements
    • Pension or retirement income statements
    • Social security income yearly statement
    • Unemployment income yearly statement
    • State income tax refund statement
    • Lottery winnings (and lottery losses, if you have winnings)
  • Health care info including forms 1095-A, 1095-B and 1095-C
  • Car, motor home, and boat registration paperwork
  • Donation receipts
  • IRA contributions
  • Child care expenses and provider information
  • Medical expenses
  • State taxes paid
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Casualty or theft losses
  • Foreign taxes paid

Homeowners

  • Mortgage interest year-end statement
  • Home equity year-end statement
  • Property tax information
  • If you sold your home, purchase and home improvement information

Businesses

  • Income and expense reports
  • Mileage logs for autos
  • Receipts for business assets purchased

Students

  • Tuition and education fees
  • Student loan information
  • Grants and scholarship information

If you have any questions, feel free to give us a call at 770-949-0723