Important Documents and Statements Necessary to Complete My Tax Return
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 we also request that you bring the following:
- Last Year's Tax Return
- Your Social Security Card
- Your Dependent(s)'s Social Security Card(s)
- Your Valid Driver's License(s) or Picture ID(s)
Payment options...
In addition to checks, we also accept payments through credit and debit cards. Accepted credit cards include VISA, DISCOVER and MASTERCARD.
