What to Bring

Come prepared so we can consult and help you at your appointment. Below is a checklist of documentation you will likely need.

Download the checklist in PDF format.

If you are a new client, I will need a copy of your social security card and all dependents. I will also need all birth dates.

• W-2′s.
• 1099′s / unemployment income statement.
• Statements of income from all sources.
• End of the year paycheck stub; to verify dues, medical costs, uniforms & charity contributions, etc.
• Interest income statements.
• Stock sale information (including price paid for stocks and dates of purchase).
• Medical expenses (prescriptions, co-pays, insurance premium amount, any out of pocket expenses) for all family members (doctor, dental, vision expenses).
• Property tax statement.
• Mortgage interest statement.
• Closing or refinancing papers if you bought or refinanced a home in the tax year we are preparing.
• Cash contribution amounts and to whom.
• Non-cash contribution amounts /statements or name of organization(s).
• Job related expenses, such as tools, etc.
• Any un-reimbursed job related expenses.
• If you want to direct deposit your refund, you’ll need to send a voided check.
• If you purchased a vehicle in 2004, bring the papers received from the dealer that shows the sales price, dealer prep, destination charges, sales tax, etc.
• If you will be itemizing your return and have saved receipts for sales tax, you will be able to deduct the total sales tax amount unless you pay state income tax.