Bringing in these documents with you at your appointment will assist us in preparing your taxes as accurately and in a timely fashion. If you are not sure about a particular document please call or email us or just bring the document in to be safe.
Personal and family information
The name and address social security number, date of birth for yourself, spouse and dependents. Bring your valid identification and social security card(s) for everyone.
If you have dependent care please bring the name, address, tax id and social security number of the sitter or facility.
You’re banking details if direct deposit is required. Your account and routing numbers are required.
Income Informational Documents
Interest and/or Dividend Income
State/Local income tax refunded
Social Assistance Income
Pension/Annuity/Stock or Bond Sales
Gambling/Lottery Winnings and Losses/Prizes/Bonus
Alimony Income (Note child support is not taxable or deductible)
IRA or Pension distributions
Expense Informational Documents
Dependent Care Costs
Education and Tuition Costs/Materials Purchased
Mortgage/Home Equity Loan Interest/Mortgage Insurance
Unreimbursed Employee Expenses
Tax Return Preparation Expenses
Real Estate Taxes
Estimated Tax Payments to Federal and State Government and Dates Paid
Home Property Taxes
Charitable Contributions Cash/Non-Cash
Purchase qualifying for Residential Energy Credit
IRA Contributions/Retirement Contributions
Home Purchase/Moving Expenses