WHAT TO BRING TO YOUR APPOINTMENT?

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
Name
Date of Birth
Social Security Card
Last Years Tax Returns
Valid Drivers License 

INCOME AND TAX INFORMATION:
W-2's
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of Personal Residence
Rental Income and Expenses 
Sales of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refunds (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment Compensation (1099-G) 
Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:
Medical Expenses 
Real Estate or Personal Property Taxes
Mortgage Interest 
Charitable Contributions (cash and non-cash)
Employee Business Expenses 
Gambling Loses
Moving Expenses 
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses
Student Loan Interest 
Child Care Expenses