• W-2s
  • 1099s (1099-B, 1099-C, 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-S, SSA-1099)
  • 1098s (1098-E, 1098-T, 1098-INT)
  • 1095s (1095-A, 1095-B, and 1095-C) Healthcare coverage for all family members
  • Bank Info for Direct Deposit – bank’s name, type of account, routing transit no., and account no.
  • Copies of current Driver’s License or state issued ID for anyone filing a tax return
  • Estimated Taxes paid during the year to federal, state, or local
  • Gambling Winnings, Jury Duty, Unemployment Compensation and other income
  • HUD-1 for the purchase and sale of real estate
  • IRA Contributions and Rollovers
  • IRS CP01A – Identity theft pin
  • Itemized Deductions – mortgage interest, points, and PMI not reported on Form 1098, real estate taxes, charitable contributions, etc.
  • Move Information if you lived at more than one address during the year
  • New Dependent’s Info– name, relationship, birth date, and social security number
  • Rental income and expenses for any properties that you rent to others
  • Student Info – student loan interest, tuition statements, transcripts, books, fees, 529 Plans contributions and distributions

​**New Clients should bring copies of their tax returns for the last two years**