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Utah State

When you come for your tax return appointment, please bring with you:

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