WHAT TO BRING
  • Social Security Cards for all taxpayers and dependents
  • Photo IDs for all taxpayers (photocopy is fine if spouse is not present)
  • Last Year's Tax Return
  • Checkbook
  • Divorce Decree(if applicable)
  • New Client Questionnaire
  • Proof of Health Insurance Coverage; see Affordable Care Act for more info
  • Earned Income Credit: proof of address for all dependents. You can use the following documents such as: School report card/records, medical record, health care provider statement, child care provider records, social service records or statements, place of worship statement, landlord or property management lease, employer statement.

  • Form W2 Wages
  • Form 1099 Misc. Employment Income (self employed or independent contractors)
  • Form 1099 Interest and Dividend Income
  • Gambling Winnings reported on Form W-2G
  • Social Security Benefit Statement reported on Form SSA-1099
  • Form 1099-C Cancellation of Debt
  • Form 1099-G Certain Government Payments such as Unemployment Compensation, State tax refunds, or Family Leave
  • Form 1099-B Proceeds from Broker and Barter Exchange Transactions (ie. stocks sold. Make sure to provide cost basis for uncovered stocks if not reported on the form.)
  • HUD-1 for Home and Rental Property BOUGHT and SOLD
  • Rental Property Tracking Worksheet
  • Total amount of small business income for tax year. Keep track of business income and save business account statements for your records. No need to bring bank statements to your appointment.
  • Form 1099-S Proceeds from Real Estate Transactions
  • Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

  • Form 1098 Mortgage Interest and Real Estate Tax Payment
  • Form 1098-T for college tuition payments
  • Quarterly Estimated Tax Payments made to Federal and State
  • Gambling Losses (applicable only to off-set Gambling Winnings.)
  • Child Care Expense (We need the Name, Address and Federal ID no. of the Provider)
  • Moving Expense
  • Charitable Contributions (Keep receipts for your records only.)
  • Medical and Dental Expenses (Keep receipts for your records only.)
  • Unreimbursed Employee Business Expenses (Keep receipts for your records only.)
  • Business Expenses (Keep receipts for your records only.)
  • Tuition/Education Expenses (Form 1098-T and proof of payment/receipt.)