C2 Tax & Payroll Associates
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  • Meet Our Team
    • Who We Are
    • Meet Cathy
    • Meet Carolann
  • Services
    • Tax Preparation
    • Payroll Processing
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  • Resources
    • Where's My IRS Refund? >
      • IRS Tax Refund
      • Amended Tax Refund
    • Where's My PA Refund? >
      • PA Tax Refund
      • PA Rebate
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    • Extensions
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    • IRS NEWS
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    • Contact Us
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    • Make a Referral
  • FAQs
    • New Clients FAQs
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    • COVID FAQs
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    • Where's My Refund FAQs
  • Request Appointment
    • Request Appointment
    • Document Delivery Options (PDF)
    • What do I Need For My Appointment? (PDF)
    • Share Testimonial

What should I Bring to my appointment?

  • 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**

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© 2018 C2Tax & Payroll Associates. All Rights Reserved

  • Home
  • Meet Our Team
    • Who We Are
    • Meet Cathy
    • Meet Carolann
  • Services
    • Tax Preparation
    • Payroll Processing
    • Quickbooks
  • Resources
    • Where's My IRS Refund? >
      • IRS Tax Refund
      • Amended Tax Refund
    • Where's My PA Refund? >
      • PA Tax Refund
      • PA Rebate
    • 2023 Tax Deadlines
    • Extensions
  • News
    • IRS NEWS
  • CONTACT US
    • Contact Us
    • Request Price Quote
    • Make a Referral
  • FAQs
    • New Clients FAQs
    • Appointment FAQs
    • COVID FAQs
    • Client Portal FAQs
    • Where's My Refund FAQs
  • Request Appointment
    • Request Appointment
    • Document Delivery Options (PDF)
    • What do I Need For My Appointment? (PDF)
    • Share Testimonial