For all clients, please bring the following information:

• Copy of your prior year income tax return
• W-2 forms for all employers
• All other reporting forms, such as, 1099-MISC, 1099-R, 1099-B, 1099-INT, W-2G (from gambling winnings)
• Social Security Number and one photo ID (i.e. Driver's license or passport)
• Birth certificates, immunization or school records for any dependents that qualify for Child or Earned Income Tax Credit.
• All itemized deductions such as: 1098 form for all mortgage interest, property tax paid, charity donations, school loans interest, and etc.
• If you are a student, all receipts for paid tuition and other education expenses.
• If you own a business, all income and expenses.

To save time, please fill out the following Tax Organizer Form:
Tax Organizer form