What should I bring to our appointment?


  • Form W-2(s) from your employer(s)
  • 1099s:
    • Form 1099-INT Interest statements
    • From 1099-DIV Dividend Income statements
    • Form 1099-B proceeds from broker transactions
    • Form 1099-R Pension statements
    • Form 1099-G Unemployment or State refund statement
    • From 1099-MISC Miscellaneous Income
  • Schedule K-1 from partnerships, S Corps, or trusts
  • Social Security statements
  • Gambling and lottery winnings
  • Other Income (and expenses)
    • Rental Property
    • Self Employment
    • Farm Income


  • Form 1098 Mortgage interest paid
  • Real Estate taxes paid
  • Charitable Contributions
  • Medical and Dental expenses
  • Student loan interest paid
  • Unreimbursed expenses related to your job
  • College tuition paid
  • IRA, KEOGH & SEP contributions
  • Alimony paid
  • Day Care expenses


  • Date of Birth and Social Security of all your dependents
  • 1095-A/B/C for Health Coverage
  • Estimated tax payments made to State and Federal Government
  • Last income tax return filed (New clients only)
  • Voided check (for Direct Deposit of refund (new clients/new bank account))