If you come for your tax return appointment, please bring with you: |
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Your household information |
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Social Security numbers and birthdays for everyone on the tax return, including newly born baby |
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Your tax return financial information |
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A copy of last year’s tax returns (new clients only) |
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All W2s and all 1099s |
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Mortgage Interest Statements |
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All documents related to the purchase of a new home |
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Interest Income Records |
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Charitable Contributions Records |
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Stock Sales Records |
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Rental Income and Expenses Records |
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Business Income and Expenses Records |
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