What to Bring

Wondering what you need to bring to your tax preparation appointment? Here’s a list to help you prepare:

Employee Earnings Information

  • W-2 Forms
  • End of year paycheck stub

If you’re self employed:

  • Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
  • Estimated tax payments and dates
  • Records of all expenses (check registers or credit card statements and receipts)
  • Business-use asset information (cost, date placed in service, etc.) for depreciation
  • In home office information (full square footage of home and square footage of office space, homeowners insurance, utility bills, home purchase price or cost of improvements to the home)

Other Income Documents

  • Interest or dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Proof of jury duty pay
  • Proof of alimony pay received
  • Social Security statement (1099-SSA)
  • Mutual fund and stock year-end statements
  • Record of income and expenses for rental property
  • Gambling income (W-2G or records showing income and expenses)
  • Unemployment, state tax refund (1099-G)
  • Health care reimbursements (1099-SA or 1099-LTC)
  • Business miles (not including commute) total and business miles on vehicle for year
  • Hobby income and expenses

Tax Deduction Documents

  • Medical expenses (health insurance, prescription, co-pays, glasses, dental)
  • Property tax statement (mail or fax to verify your eligibility)
  • Mortgage statements (Forms 1098)
  • Mortgage settlement statements (closing statements for new home or refinance)
  • Property tax statements paid (and payable for the next year, if available)
  • Residential energy improvements (manufacturer’s certification)
  • Job related expenses (not previously reimbursed) including union dues
  • Donation of money to charities and property (if over $500, include date of purchase/date sold, original purchase price, fair market value and date of donation)
  • Last year's tax preparation fees paid if you are a new client
  • Gambling losses
  • Job-hunting expenses

Education Payments

  • Bills from the educational institution
  • Documents that show what you paid and what you received in loans, scholarships, and other financial awards
  • Forms 1098-T and 1098-E (if applicable)
  • Scholarships and fellowships


If you have any questions before your appointment, please contact our team.