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Following is a list of the more common items you should bring if you have them.

  • Wage statements (Form W-2)
  • Pension, or retirement income (Forms 1099-R)
  • Dependents’ Social Security numbers and dates of birth
  • Last year’s tax return. If we did your taxes last year we have it but it is a good practice to bring it anyway
  • Information on education expenses
  • Information on the sales of stocks and/or bonds
  • Self-employed business income and expenses
  • Lottery and/or gambling winnings and losses
  • State refund amount
  • Social Security and/or unemployment income
  • Income and expenses from rentals
  • K-1’s from any Partnerships , S-Corps or Trusts
  • Record of purchase or sale of real estate
  • Medical and dental expenses
  • Real estate and personal property taxes
  • Estimated taxes or foreign taxes paid
  • Receipts for cash and non-cash charitable donations
  • Mortgage or home equity loan interest paid (Form 1098)
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Child care expenses and provider information. You will need the address and either their EIN or SSN.
  • And any other items that you think may be necessary for your taxes. Generally a good rule of thumb is if you are not sure if you need a document bring it.
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