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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.
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Social Security Numbers (You, spouse and dependents)
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Employment Income (W-2's, 1099's)
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Investment Income (1099-Int, 1099-Div, 1099-B, and K-1's)
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Miscellaneous Income (1099-G)
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Home Office Deduction (If you are self-employed and claim home office)
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Business Expenses (Travel, entertainment, supplies, continuing education)
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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)
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IRA Contributions
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Canceled check (if you are due a refund and wish to have it directly deposited to your bank account)
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