Tax Preparation

What do I need to bring for individual tax preparation?

New Clients:
• You may click the button above to be redirected to our CLIENT QUESTIONNAIRE. Please print and fill out the questionnaire and bring in with your tax documents. This will speed up the process of your visit with us!

• A copy of your prior year return, if available.

Here is a basic checklist of other items for both new and returning clients:

Income Documents -
• W-2’s from all jobs for Taxpayer, Spouse & Dependents
• 1099-INT’s (Interest Income from Savings Accounts)
• 1099-DIV’s (Dividend Income)
• 1099-R (Retirement Distributions)
• 1099-G (Unemployment Income)
• 1099-SSA (Social Security)
• Income from Business/ Rental
• All other income documents

Deduction Documents:
• 1098 - (Mortgage Interest Statements)
• Property Tax Statements
• Charitable Giving
• Childcare
• 1098-E (Student Loan Interest)
• Deductions for Business/ Rental
• Deductible medical receipts
• All other tax deduction documents