Call Us To Schedule An Appointment

What To Bring

Here’s what to bring:

  • All of your W-2’s
  • 1099’s (miscellaneous income, social security, annuities)
  • Interest paid to banks, and mortgage companies
  • Interest earned from banks
  • Stock and dividend information from stock brokers
  • Partnership K-1’s
  • New client please bring LAST YEAR’S FILED RETURN
  • Bring anything you have that may be work or tax related
  • Please fill out the Client Engagement Letter, AND the additional New Client form.
  • If anyone on the return was issued a form 1095A, B, or C from the Market Place, i.e. Affordable Healthcare, you MUST bring this to complete your return.
  • If we are filing your dependents return you must be certain that: 1. They did NOT file their own return claiming themselves as a dependent. 2. No one else has claimed them as a dependent. FAILURE TO DO THIS CAN BE VERY COSTLY TO YOU, THE TAXPAYER!

What you need for your home office:

  • Mortgage interest, or rent
  • All utilities paid
  • Homeowners, or renters insurance
  • Dimensions of home and area used EXCLUSIVELY for business.
  • Information in regards to what was spent for supplies, equipment. Please contact us with any questions in regards to this.

Auto, this applies to business travel Jan. 1 – Dec. 31. (odometer reading)

  • Insurance
  • BMV papers
  • Repairs
  • AAA
  • Auto lease
  • Travel log. Where, when, who, and how many miles?

Other things you’ll need to get together:

  • Charitable contributions, cash and non-cash receipts
  • Medical insurance premiums
  • Moving expenses (anything over 50 miles)
  • Out of pocket medical expenses

Did you pay rent for a home or apartment???

  • Who did you pay?
  • How much per month?
  • How many months?



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