Please bring any of the following items that you may have to your appointment. While this list is not all-encompassing, it contains the items that are most common
Taxpayer/Spouse General Information:
Home Address and Mailing Address
Full Social Security Number
Birthday
Best Phone Number to Contact
Email (Optional)
Direct Deposit Information (Optional)
Bank Account Name
Routing Number
Full Account Number
IMPORTANT: Please specify checking or savings
Dependent Information:
Definition: A child, relative or other qualifying person who has lived with you for at least half the year and paid for no more than half of their own living expenses
Full Name(s)
Birthday(s)
Full Social Security Number(s)
Relationship to you
IMPORTANT: Please inquire if anyone else claimed your dependent on their taxes, or the dependent themself
Forms/Misc:
Your previous year’s return (Unless we prepared them)
W-2
Social Security Statements
Dates & Amounts for quarterly estimated taxes paid
Mortgage Interest Statements
Interest Statements
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
Charitable contributions subtotaled by charity
Medical Expenses subtotaled for:
Total spent on prescriptions
Medical costs
Insurance premiums paid
Rental property 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.
