For a tax preparation appointment, clients should bring the following documentation:

  • Driver's license(s)
  • Social security card(s)
  • Dependent(s) social security number(s) and date(s) of birth
  • Last year's federal and state tax returns (new clients only)


If any of the following apply to you, please bring them as well:

  • Wage statements/W2 forms.
  • Self-employment business income and expenses/ 1099-MISC
  • Pension/retiremint income/ 1099-R
  • Cancelled debt/ 1099-C
  • Unemployment income/ 1099-G
  • Interest and dividend income/ 1099-INT, 1099-DIV
  • Social security income/ SSA-1099
  • Sale of stocks or bonds/ 1099-B
  • Lottery or gambling winnings
  • State refund/ 1099-G
  • Alimony paid or received
  • HUD statement from sale or purchase of residence
  • Medical and dental expenses
  • Real estate taxes
  • Personal property taxes
  • Charitable donations
  • Mortgage interest
  • Unreimbursed employee expenses
  • Educator expenses
  • Educational expenses/ 1098-T
  • Student loan interest/ 1098-E
  • Child care expenses
  • Income and expenses from rental properties owned
  • Estimated taxes paid
  • Foreign taxes paid
  • Home energy-saving improvements