Please have the following information ready for your appointment:

W-2s / Wage statements

1099-Misc / Miscellaneous income statement used for commissions, self-employed, prizes, etc.

1099-R / Pension and Retirement income statements

1099-INT / Interest income statements

1099-DIV / Dividend income statements

1099-B / Proceeds from Sale of stocks/property

1099-G / Lottery & Gambling Winnings statement

Social Security statements and Unemployment statements

State Refund statement (if applicable)

Self-employed business income & expenses

Rental income and expenses

Alimony paid or received

Record of Purchase or Sale of residence or investment property

Any K-1s from Partnerships, S-Corporations, Estates, or Trust

Medical & Dental expenses

1098 – Mortgage statements for all mortgages and home equity loans

Real Estate & Personal Property tax statements (may be located on form 1098 above)

Estimated tax payments and any foreign taxes paid

Cash/Check/Credit Card & Non-cash charitable donations

Unreimbursed employment related expenses

Educational expenses for yourselves & your dependents

Childcare expenses & provider information

Other information you may need:

Social security cards for you and your dependents and date of birth for each

Last Year’s tax return

Banking information for direct deposit of your refund.

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