FAQ - Information for Clients
What to Bring...
Please bring ALL records of income to your tax appointment EVEN IF YOU THINK IT'S NOT TAXABLE! The IRS is doing a more thorough job of matching Schedule D (stock transactions) and 1099 (dividends & interest) than ever before; sometimes with surprising results for taxpayers. We will help you to determine if the items need to be reported or not.
WHAT DO I NEED TO BRING TO MY APPOINTMENT?
Don't forget your W-2s, 1099s, 1095s, stock details, mortgage interest, charitable contributions, medical expenses, settlement sheets, real estate taxes paid, child care expenses, social security numbers of all children (including infants), bank routing numbers for direct deposit, and self-employment income and expenses. Please bring ALL records of income to your tax appointment, EVEN IF YOU THINK IT'S NOT TAXABLE! We will help you determine if the items need to be reported or not. For a more extensive list of the things to make sure you have with you, refer to our Tax Info Checklist. And, if you are a new client, don't forget to bring a copy of last year's return with you and please complete our New Client Info Checklist. If you are self-employed, have non-reimbursed employee business expenses or have rental property, please review our Business Expenses Worksheet. If you want to get a jump on our paperwork, please fill out these three documents and bring them with you to your appointment: Engagement Letter, Consent to Use, Healthcare, and Client Tax Information.