What to bring?
- Drivers license.
- Social security cards for that taxpayer, spouse, and dependents.
- W2 statements: wages and/or gambling income, unemployment, and taxable refunds
- 1099-DIV: dividend income, such as stock statements
- 1099-INT: interest income, such as interest received on bank accounts
- 1099-G: government payments, such as unemployment
- 1099-MISC: other income and nonemployee compensation
- 1099-R: Pension, IRA, or Retirement distributions, including Railroad Retirement benefits
- 1099-SSA: Social Security
- 1098: mortgage interest
- 1098-E: student loan interest
- 1098-T: tuition
- Farm income and expenses.
- Rental income and expenses.
- Records of any other income, and any relevent expenses.
- Itemized deductions. Click here to view a list of potential deductions to claim.
- Job-related moving expenses and reimbursement.
- Childcare expenses.
- College education expenses, including the 1098-T Tuition statement.
- Unreimbursed expenses for volunteer work.
- Routing and account numbers if you wish for your refund to be direct deposited.
The Tax Organizer is a paper we give to our clients to review each visit to help them remember any changes that happened over the year that could lead to accurate reporting and helpful deductions. Please help us keep our prices low by filling this out! You may print out this form and bring it with you or mail it to us before you come to your appointment.