For all clients, please bring the following information:
To save time, please fill out the following Tax Organizer Form:
Tax Organizer form
- 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 donation, 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