What should I bring?

Save time and money by going to your tax interview prepared with all the documents you need.

All Taxpayers (New Clients)

Social Security Card(s) for all people listed on the return

Birth Certificate for the dependents

Driver license(s) Taxpayer and Spouse

Copy of last year tax return

W2 - Wages statements from all places that you worked for in the year in question

1099G - Unemployment income yearly statement, only if you collected

1099 NEC - Self-employment business income(plus itemized expenses that you incurred in order to do that bussiness)

1099 MISC - Rental or other income(itemized expenses for rental)

1099R - Pension or IRA retirement income

SSA-1099 - Social Security income yearly statement

1099C - Canceled debt form

1099B - Stocks transactions

1099INT - Interest income

1099DIV - Dividends income

W2G - Gambling Winnings(itemized gambling losses)

Commissions received or paid

K1 - Partnership, S-Corp, Trusts or estate Yearly statements

IRA contributions

Rental property income - without tax form (plus itemized expenses)

Record sale of residence

Medical and dental expenses

Alimony received or paid

Donation receipts

Child care expenses and provider information

State taxes paid or received

Unreimbursed employment-related expenses

Job-related educational expenses

Casualty or theft losses

Foreign taxes paid

Estimate taxes paid


1098 Form - Mortgage interest year-end statement

Real estate and personal property taxes paid


1098T - Tuition and education fees

1098E - Student loan information

Grants and Scholarship information