Sunrise Help LLC.

To assist you in organizing your tax information please consider the following checklist.

Have you gathered the following important tax documents?

Income Documents:

_____ Form W-2 (Employee wages)

_____ Form W-2G (Gambling winnings)

_____ Form 1099-DIV (Interest and dividends)

_____ Form 1099B (Sales proceeds from broker)

_____ Form 1099G (State income tax refund)

_____ Form 1099-INT (Interest income)

_____ Form 1099-R (Retirement benefits)

_____ Form SSA-1099 (Social security benefits)

Tax Deductions:

_____ Medical insurance premiums

_____ Medical expenses

_____ Real estate taxes

_____ Auto license fees

_____ Form 1098 - Mortgage Interest Paid

_____ Charitable contributions (cash)

_____ Charitable contributions (non-cash)

_____ Other expenses related to your business employment

_____ College education expenses (Tuition, books and supplies)

_____ Energy efficiency improvements to your home (e.g. - insulation, exterior windows or doors, furnaces, etc)

Child Care Expense:

Detail information on daycare provider:

_____ Name

_____ Address

_____ Social security or tax identification number

_____ Total amount of daycare expenses paid during 2007

Income Tax Estimated Payments:

_____ Federal Income Tax Estimates ____________ Date Paid

_____ State Income Tax Estimates ____________ Date Paid