John A. Kennedy, Jr., LLC
		Certified Public Accountant
Documentation for tax interview
	Last year's tax return (if not in our possession)
	Original Forms W-2
	Schedules K-1 from partnerships, S-corporations, estates and trusts
	Information about contributions to pension/other retirement plan if this is the first year you received income from the plan
	Forms 1099 or statements reporting dividend, interest, retirement or other income
	Forms 1098 and copies of real estate tax bills, etc.
	Legal documents pertaining to sale/purchase closings of real property
	General Questions (check if 'yes' and provide documentation, if possible)
	1	Did your marital status change?
	2	Were you notified by the IRS of changes to a prior year's return?
	3	Are you being claimed as a dependent by another person?
	4	Were there any changes in dependent information from the prior year?
	5	Did you have any children under the age of 14 who received more than $1,500 in investment income?
	6	Do you have dependents who are neither U.S. Citizens nor U.S. residents?
	7	Did you provide over half of the support for another person(s) during the year?
	8	Did you sell/purchase a principal residence?
	9	Did you receive any payments from a pension/profit sharing plan?
	10	Did you receive any distributions from an IRA or other qualified plan?
	11	Did you receive any disability income?
	12	Did you receive any foreign income or pay any foreign taxes?
	13	Did you receive interest from a bank account or other financial account based in a foreign country?
	14	Were you the grantor of or transferor to a foreign trust?
	15	Did you pay nondeductible dues to an association that was involved in political lobbying?
	16	If you or your souse are self-employed, are either of you covered under an employer's health plan at another job?
	17	Did you incur any non-business bad debts?
	18	Did you receive proceeds from an installment loan?
	19	Did you make a loan at an interest rate below market rate?
	20	Did you make gifts of over $11,000 to an individual?
	21	Were there any changes to a prior year's income, deductions or credits that would require filing an amended return?
	22	Did your employer pay premiums on life insurance in excess of $50,000?
	23	Were any payments on student loans?
	24	Did you pay any tuition/fees for post-secondary education for you or a dependent?
	25	Did you purchase a gas-electric hybrid vehicle in 2004?
	26	Did you refinance a mortgage or take out a home equity loan?
	27	Were any contributions made to a traditional or Roth IRA for 2004?
	28	Did you receive any advance child tax credit payments for 2004?  If so, how much?
	Business and Investment Questions
	1	Did you receive stock from a stock bonus plan with your employer?
	2	Did you buy or sell any bonds?
	3	Did you surrender any U.S. savings bonds?
	4	Did you suffer a casualty, theft or condemnation?
	5	Did you start a business, purchase a rental property/farm or acquire interests in partnerships or S-corporations?
	6	Did you own any investments for which you were not personally 'at-risk'?
	7	Did you own any interest in a Real Estate Mortgage Investment Conduit (REMIC)?
	8	Did you sell any property or equipment on installment?
	9	Did you incur any business-related educational expenses?
	10	Did you incur any travel/entertainment expenses?
	11	Did you purchase any special fuels for non-highway use?
	12	Did you make any contributions to a Keough or a self-employed SEP plan?