If you come for your tax return appointment, please bring with you:

Your household information

Social Security numbers and birthdays for everyone on the tax return, including newly born baby

Your tax return financial information

A copy of last year’s tax returns (new clients only)

All W2s and  all 1099s

Mortgage Interest Statements

All documents related to the purchase of a new home

Interest Income  Records

Charitable Contributions Records

Stock Sales Records

Rental Income and Expenses Records

Business Income and Expenses Records