What To Bring To Your Tax Appointment
All Clients:
- W-2, 1099, K-1 and other income forms.
- Social Security Number & Date of Birth for each family member
- Student Loan Interest, Retirement
- Contributions, Moving Expense, Child Care Expenses, Tuition,
- Any IRS Correspondence or payments.
New Clients:
- Social Security Number & Date of Birth for each family member
- A copy of most recently filed tax return
Clients Who Itemize:
- Mortgage Interest
- Property Tax
- Charitable Donations,
- Job Related and Medical Expenses
Business Clients:
- Organizing Documents (Corporate Record Book)
- Gross Income (sorted by type)
- Expenses (sorted by category)
- Record of any new assets or loans
- Mileage on business vehicles
All Clients:
- W-2, 1099, K-1 and other income forms.
- Social Security Number & Date of Birth for each family member
- Student Loan Interest, Retirement
- Contributions, Moving Expense, Child Care Expenses, Tuition,
- Any IRS Correspondence or payments.
New Clients:
- Social Security Number & Date of Birth for each family member
- A copy of most recently filed tax return
Clients Who Itemize:
- Mortgage Interest
- Property Tax
- Charitable Donations,
- Job Related and Medical Expenses
Business Clients:
- Organizing Documents (Corporate Record Book)
- Gross Income (sorted by type)
- Expenses (sorted by category)
- Record of any new assets or loans
- Mileage on business vehicles