Your Appointment

Items to bring to your tax appointment:

New Individual Tax Clients: 

  • Contact information, including telephone numbers, email addresses and physical address

  • Date of birth and social security numbers for all dependents 

  • Bank name, routing number and account number for direct deposit, in the event of a refund

  • Your previous year’s federal and state income tax returns

All Individual Tax Clients:  

  • Forms K-1 from trusts, partnerships and s-corporations (both federal and state)

  • Forms W-2, Employee Compensation

  • Forms 1095 A-C, Affordable Care Act Reporting Statements

  • Forms 1098 Mortgage Interest Statements

  • Forms 1098-T and 1098-E, Educational Expense Information

  • Forms 1099-B Brokerage Statements

  • Forms 1099-C, 1099-DIV, 1099-G, 1099-INT, 1099-MISC and 1099-R

  • Closing statements (Hud-1) for real estate purchases, sales, and refinances including Notices of State Withholding on Real Estate Transactions

  • IRS and FTB notices and correspondence

  • Receipts for charitable donations

  • Acquisition dates and costs for all stocks, options, or real estate that has been sold. (If acquired other than by purchase, how and when was it acquired?)

  • Any other documents that you believe may apply to your tax appointment