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Last year's return (New Clients Only!) |
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All W-2's and 1099's |
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Stock Trade information (Often clients forget to mention they sold stock during the year) |
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Home mortgage interest and property tax figures |
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Dependant information name, social security number and date of birth. (returning clients only bring info for new additions) |
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Any documents relating to income you may have earned like gambling, second jobs etc. |
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If you bought or sold a home, purchased a second home or pay for your child's education please let us know. |
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If you got a notice from the IRS or State please bring that to your appointment also. |
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Have a dependant? Did
your dependant work last year? Please bring the W2 in so we can do
their tax return as well. Your dependant can adversely affect your tax
return if they file before you. We will let you know the best course
of action. |