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122 days to 04/15/2019
 
 
 

Appointments

Please have the following information and/or documents available at your Tax Preparation appointment.

  1. Identification and birth dates for taxpayer and spouse: Driver’s License and Social Security cards
  2. Identification and birth dates for all dependents: Social Security cards
  3. Prior year tax return
  4. W-2s from all sources of employment
  5. All 1099 documents for various other forms of income: 1099-MISC for Independent Contractor income, 1099-INT for Bank Interest, 1099-DIV for Dividend Income, 1099-R for Distributions from Retirement Plans
  6. K1 Statements for Interest in a Partnership, S-Corporation or Trust
  7. Unemployment Compensation statement
  8. Social Security Benefits statement
  9. Mortgage Interest statement
  10. Real Estate Tax and Personal Property Tax statements (including automobile registration statements)
  11. Income and Expenses for a business you own
  12. Income and Expenses for rental property you own
  13. Alimony paid and received
  14. Form 8832 or Divorce Decree for non-custodial parent claiming a dependent child
  15. Cost basis for each security sold during the tax year
  16. Receipts for Charitable Contributions
  17. Estimated Tax payment amounts
  18. Nonresident Aliens need to bring Visa and passport and any other work authorization documentation
  19. Any statements that advise “Tax Document, Do Not Discard!!”

 

 
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