What to Bring & FAQ
Mandatory Checklist
Income:
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W-2 (All employers)
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W-2G (Gambling winnings)
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1099 Forms (1099-R, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B)
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SSA-1099 (Social Security Benefits)
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Any other income not reported (tips, overtime, etc.
Home & Property:
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Mortgage interest (Form 1098)
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Property taxes (Form 1098 if impounded account)
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Vehicle Registration Fees
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Energy Efficiency (requires QMID from Manufacturer)
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Solar installation documents
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Rental property income and expense records
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Sale of home (Form 1099-S)
Expenses:
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Medical and dental (out-of-pocket only)
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Work-related
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Charitable contributions (cash/non-cash)
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Child Care (provider name, address, phone number and EIN or Social Security Number, amount paid per child, per location)
Other Important Items:
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Estimated or quarterly tax payments made during year.
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IRS Identity Protection PIN (if issued)
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New vehicle purchase contract (sales tax, registration and loan interest)
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Bank account and routing number for direct deposit or payment of taxes due.
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Prior year tax return (new clients only)
Education Expenses:
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Student loan interest, Form 1098-E
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Tuition payments, Form 1098-T
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529 plan distributions, Form 1099-Q
Important Notice:
Most delays are caused by missing information.
Please schedule your appointment only when your documents are available.
Amendments Policy:
Amendments are prepared for existing clients.
New clients should contact their original preparer for efficiency.