Welcome to Pasco Advisors, LLC & Pasco Tax Advisory Group, LLC

Prepare for Your Appointment

Please bring any of the following items that you might have to your appointment. While this list is not all-encompassing, it contains the items that are most common.

  • Info on all dependents claimed (name, birthdate, SS number)
    • Dependent Definition: A child, relative, or other qualifying person who lived with you for at least half the year and paid for no more than half of their own living expenses
    • IMPORTANT: Please inquire if anyone else claimed your dependent on their taxes, including the dependent themself
  • W-2 forms
  • Social Security statements
  • Dates and amounts for quarterly estimated taxes paid
  • Mortgage interest statement
  • Routing and account number if you would like direct deposit
  • Medical expenses subtotaled for:

    • Total spent on prescriptions
    • Medical costs
    • Insurance premiums paid
  • Charitable contributions subtotaled by charity
  • Real estate taxes paid
  • Auto taxes paid
  • 1099s from banks, pensions, annuity companies, and IRAs
  • End of year brokerage and mutual fund company statements
  • End of year HSA balance
  • IRA contributions
  • Rental property records – Click here for a worksheet
  • Business records – Click here for a worksheet
  • Any documents that say “Important Tax Information”

Please do not bring unopened mail or individual receipts as they can delay the preparation of your return and increase the price due to time spent summarizing the information.