When 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