What to Bring to Your Tax Appointment

• Government-issued photo ID (for you and your spouse, if filing jointly)
• Social Security cards or ITIN letters for you, your spouse, and any dependents
• Dates of birth for everyone on the return
• Bank account and routing numbers, if you want direct deposit for a refund

• W-2 forms from every employer
• 1099 forms (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-K, 1099-G, etc.)
• Self-employment or business income records, including totals from bookkeeping or bank statements
• K-1 forms from partnerships, S corporations, trusts, or estates
• Records of rental income, if applicable
• Unemployment compensation statements
• Social Security benefit statements (SSA-1099)

• Mortgage interest statement (Form 1098)
• Property tax bills or statements
• Student loan interest statement (Form 1098-E)
• Tuition statements (Form 1098-T) and education expense records
• Childcare provider name, address, and tax ID, plus amount paid
• Charitable donation receipts
• Medical expense records, if significant
• Business expense records, mileage logs, and receipts for self-employed clients
• Health insurance documentation (Form 1095-A, if you purchased coverage through the marketplace)
• Records of estimated tax payments already made for the year

If this is your first appointment with us, please bring a copy of last year's federal and state tax returns. This helps us carry forward important details — prior-year Adjusted Gross Income for e-filing verification, carryover losses, depreciation schedules, and anything else that needs continuity from year to year.