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