Each year, we follow a process to insure your tax filing goes as smoothly as possible.

What We Need From You

To get ready for your appointment, please gather the following:

• Last year’s tax return
• The names, SSNs, and birth dates of your spouse/partner and dependents
• W2’s from each employer you worked for
• All 1099’s received:
  • 1099-INT for Interest Received
  • 1099-DIV for Dividends received
  • 1099-S for the sale of Real Estate
  • 1099-SSA for Social Security Benefits
  • 1099-R for distributions from pensions, annuities & IRA’s
  • 1099-G For Unemployment
  • 1099-MISC for Independent Contractor fees
• 1098T – Tuition Statement
• 1098 – Mortgage & Home Equity Loan Interest paid
• Total of all medical and dental expenses
• Total of child or dependent care expenses
• The amount of rent or property tax you paid during the year
• Any estimated tax payments you made during the year including any state tax that was due from last years return
• List of charitable contributions made during the year
• List of educational and job-related expenses for the year
• Mileage you drove for business, medical, or charitable purposes
• A copy of your last car registration notice
• The amount you paid last year to get your taxes done
• Purchase and Sale information for Stock Sales

It is not necessary to bring in actual receipts for these items

This is a comprehensive list and not everything will apply to you. Feel free to call our office to find out exactly what you will need to bring.