Appointments

Please have the following information and/or documents available at your Tax Preparation appointment.

1. Identification and birth dates for taxpayer and spouse: Driver’s License and Social Security cards
2. Identification and birth dates for all dependents: Social Security cards
3. Prior year tax return
4. W-2s from all sources of employment
5. All 1099 documents for various other forms of income: 1099-MISC for Independent Contractor income, 1099-INT for Bank Interest, 1099-DIV for Dividend Income, 1099-R for Distributions from Retirement Plans
6. K1 Statements for Interest in a Partnership, S-Corporation or Trust
7. Unemployment Compensation statement
8. Social Security Benefits statement
9. Mortgage Interest statement
10. Real Estate Tax and Personal Property Tax statements (including automobile registration statements)
11. Income and Expenses for a business you own
12. Income and Expenses for rental property you own
13. Alimony paid and received
14. Form 8832 or Divorce Decree for non-custodial parent claiming a dependent child
15. Cost basis for each security sold during the tax year
16. Receipts for Charitable Contributions
17. Estimated Tax payment amounts
18. Nonresident Aliens need to bring Visa and passport and any other work authorization documentation
19. Any statements that advise “Tax Document, Do Not Discard!!”
20. *NEW* Please provide the dates and amounts of any Stimulus payments you have received
21. *NEW* If you received advance child tax credit payments, please provide your IRS letter 6419.