What to Bring

​

• 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)