Getting Ready

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.