Things to bring
- Last year’s Federal and State tax returns (for new clients)
- Income/Wage statements:
- W-2’s
- 1099’s
- Alimony received or paid
- Commissions received statement
- Brokerage account year-end statements
- ESPP statements
- Stock options sale papers
- Rental property income and expenses
- Partnership, S Corp, trusts, or estate yearly statements
- Pension or retirement income statements
- Social security income yearly statement
- Unemployment income yearly statement
- State income tax refund statement
- Lottery winnings (and lottery losses, if you have winnings)
- Car, motor home, and boat registration paperwork
- Donation receipts
- IRA contributions
- Child care expenses and provider information
- Medical expenses
- State taxes paid
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Casualty or theft losses
- Foreign taxes paid
Homeowners
- Mortgage interest year-end statement
- Home equity year-end statement
- Property tax information
- If you sold your home, purchase and home improvement information
- Home Loan
Businesses
- Income and expense reports
- Mileage logs for autos
- Receipts for business assets purchased
Students
- Tuition and education fees
- Student loan information
- Grants and scholarship information
