Chamberland & Company, Ltd.

1] All W-2 (wages), F-1099R (pension), W-2G (gambling winnings), F-1099MISC (contract labor), F-1099INT
   (interest earned), F-1099DIV (dividends earned) and interest earned from savings bonds. F-1099G
   (State refunds) along with any K-1's (partnership, Sub-S, trust/Estate income)

2] You must provide the total amount of tax-exempt interest earned (municipal bonds or tax-exempt mutual funds).
    You must obtain this information from the fund, as it is reportable (not taxable) on your Federal tax return,
    reportable and taxable on your Rhode Island return. This information is shown on the final "Year End" statement.

3] Statements showing the amount of unemployment or social security (or SSI) benefits received.

4] ITEMIZED DEDUCTIONS (Sch A):

Medical Expenses Paid:	Mortgage Interest Paid: (F-1098's)	Employee Exp.'s:
Health Insurance	Primary Mortgage	Union/Prof. Dues
Other Expenses	Equity/2nd Mortgages	Job Education
Real Estate Taxes Paid:	Charitable Contributions:	Uniforms
Primary Residence	Cash/Checks	Safety boots/clothes
Sales Tax Paid	Non-Cash Items Value *	Other Please Detail
Other Property (non-rental)	* If over $500 bring detailed receipts stating value of item (s).	Other Please Detail

5] Child care expenses, including REQUIRED information: Name, address and Tax ID# or SS# of provider (s).

6] Any other items of income or expense you feel may be applicable to your tax return.
a) Cost of college tuition and fees paid for yourself or dependents.
b) College loan interest paid.

** IN ADDITION **

If you sold stock or mutual fund shares, we need BOTH the purchase AND sale papers, including 1099-B's.

IMPORTANT - Mutual Fund record keeping is very complex. Sales, withdrawals AND transfers are taxable events.
Contact your broker for cost basis, if available.

If you bought OR sold a home in 2004, please bring:
- Closing papers from the SALE of your old home
- Closing papers from the PURCHASE of your new and old home

If you are involved in any of the following, we have special worksheets that will help you gather the proper tax
information.

[A] Business/work use of personal automobile and you were not reimbursed (also required if self-employed )
[B] Purchase of rental property (bring closing papers)
[C] Rental Income/Expenses
[D] Conversion of your residence to rental property
[E] Business income (self-employment)
[F] Sale, transfer or withdrawal from a mutual fund
[G] Un-reimbursed moving expenses, due to a change of work location (must move over 50 miles).
[H] Exclusive use of a home office to operate a business, perform substantial administrative duties for your
business OR use of your home to provide daycare services. We will need the total square footage of your homw, and the portion used EXCLUSIVELY for business use. Also, we will need your total household expenses (i.e. Heat, Electric, Insurance, etc)