Important Items To Bring To Your Appointment

W-2 Forms (Salary and Wages)

Dependent Information (Birthdate, Social Security Numbers)

Prior Year Income Tax Returns (if a new client)

Form 1099 (incl. Non-employee Compensation, Interest, Dividends, State Tax Refund, Capital Gains and Losses, IRA Distributions and Pension Contributions)

Real Estate and Property Tax Bills

Copies of Real Estate Closing Documents (regarding Sale/Purchase of Real Property)

Documentation Supporting Tax Deductions (incl. Charitable Contributions, Medical Expenses, Casualty Losses, New Vehicle Purchase)

Documentation Supporting Small Business Revenue and Expenses (incl. Automobile Mileage Logs, Travel, Meals and Entertainment)

Schedule K-1 (Estates and Trusts)