What To Bring

Personal Information

Essential Items for Each Family Member:

• Name
• Date of Birth
• Social Security Card / ITIN / ATIN
• Last Year’s Tax Return
• Valid Driver’s License

Income & Tax Documents

• W-2’s
• Interest (1099-INT) & Dividends (1099-DIV)
• Stock Sales (1099-B) & Broker Statements
• Self-Employment Income & Expenses
• Sale of Personal Residence or Assets
• Rental Income & Expenses
• Gambling/Lottery Winnings (W-2G)
• State Income Tax Refund (1099-G)
• Pension/IRA/401(k) Income (1099-R)
• Social Security (SSA-1099)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

Deductions & Adjustments

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest

Tax Credits

• Child Care Provider Info (Address, EIN/SSN)
• Adoption Expenses
• Retirement Savings Contributions Credit