What to Bring
What to Bring to Your Tax Appointment
Every taxpayer’s situation is unique, so it is not possible to list every document that may be required for all tax scenarios. When in doubt, we recommend bringing the item in question to your appointment. The list below provides general guidance on documents commonly needed for a scheduled tax appointment.
Prior-Year Tax Returns
If you are a new client, please bring copies of your most recent federal and state income tax returns.
Personal & Dependent Information
Social Security numbers or ITINs and dates of birth for all individuals included on the return
Childcare payment records, including the licensed provider’s name and identification number
Total amount of alimony paid or received, including the ex-spouse’s Social Security number (if applicable)
Income Statements
All W-2, 1098, and 1099 forms
Schedule K-1 forms (if applicable)
Purchase dates and total investment amounts for any stocks or property sold
A list of investment-related expenses
Information on education scholarships or fellowships
Itemized Deductions (Schedule A)
If you plan to itemize deductions, please prepare a spreadsheet or summary list. Itemized deductions may include:
Mortgage interest statements
Real estate and personal property tax records
Casualty or theft loss documentation
Amounts of state and local income tax paid in prior years
Records of cash charitable contributions to religious institutions, schools, and other qualified organizations
Documentation for non-cash charitable donations
Every taxpayer’s situation is unique, so it is not possible to list every document that may be required for all tax scenarios. When in doubt, we recommend bringing the item in question to your appointment. The list below provides general guidance on documents commonly needed for a scheduled tax appointment.
Prior-Year Tax Returns
If you are a new client, please bring copies of your most recent federal and state income tax returns.
Personal & Dependent Information
Social Security numbers or ITINs and dates of birth for all individuals included on the return
Childcare payment records, including the licensed provider’s name and identification number
Total amount of alimony paid or received, including the ex-spouse’s Social Security number (if applicable)
Income Statements
All W-2, 1098, and 1099 forms
Schedule K-1 forms (if applicable)
Purchase dates and total investment amounts for any stocks or property sold
A list of investment-related expenses
Information on education scholarships or fellowships
Itemized Deductions (Schedule A)
If you plan to itemize deductions, please prepare a spreadsheet or summary list. Itemized deductions may include:
Mortgage interest statements
Real estate and personal property tax records
Casualty or theft loss documentation
Amounts of state and local income tax paid in prior years
Records of cash charitable contributions to religious institutions, schools, and other qualified organizations
Documentation for non-cash charitable donations
