top of page

What to Bring

Wondering what to bring to your tax Appointment? 

Below is a list of possible items you will need to bring with you.

​

  • Social Security Numbers (You, spouse and dependents)

  • Employment Income (W-2's, 1099's)

  • Investment Income (1099-Int, 1099-Div, 1099-B, and K-1's)

  • Miscellaneous Income (1099-G)

  • Home Office Deduction (If you are self-employed and claim home office)

  • Business Expenses (Travel, entertainment, supplies, continuing education)

  • Other Deductions (Ex: mortgage interest, health insurance premiums, health care expenses, child care, college education, job training expenses, safe deposit boxes, donations to non-profit or church organizations, property taxes and automobile tags)

  • IRA Contributions

  • Canceled check (if you are due a refund and wish to have it directly deposited to your bank account)

bottom of page