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What Should I Bring to the Appointment?

Important Documents and Statements Necessary to Complete My Tax Return         


                        Figure 1040 Direction

Please bring all items that apply.
  • Wage statements - Form W2
  • Other Income - Form 1099MISC, 1099Q, W-2G
  • Pension and Retirement Income - Form 1099R
  • Interest Income - Form 1099INT
  • Dividend Income - Form 1099DIV
  • Commissions
  • Self-employed Business Income and Expenses
  • Lottery or Gambling Winnings - Form W2G
  • State Refund Amount - Form 1099G
  • Social Security Income - Form SSA-1099, RRB-1099
  • Unemployment Income - Form 1099G
  • Rental Property Income
  • Alimony Paid or Received
  • Purchase/Sale of Residence Records
  • Medical and Dental Expenses
  • Mortgage Interest Paid - 1098
  • Property Taxes
  • Car Registration listing Specific Own Taxes Paid
  • Charitable Donations
  • IRA Contributions
  • Capital Gains/Losses - Forms 1099B, 1099DIV, 1099S
  • Educational Expenses for Taxpayer and Dependents - Form 1098T
  • Student Loan Interest - Form 1098E
  • Child Care Expenses & Documentation
  • Estimated Tax Payments Made - Form 1040ES

****If you are a new client, please also bring the following:

  • Last Year's Tax Return

  • Social Security Card(s) for you, your Spouse, and your Dependent(s) (as applicable

  • Valid Driver's License(s) or Picture ID(s) for you and your Spouse (as applicable)


Credit Card POS Swipe   Payment options...


In addition to checks, we also accept payments through credit and debit cards.  Accepted credit cards include VISA, DISCOVER and MASTERCARD.  A surcharge fee will be applied to credit card payments.