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What to Bring for Tax Preparation 

  • Copies of prior 2 years returns (new clients only)

  • Full Names, Dates of Birth and Social Security Numbers for all members of household

  • Voided check for direct deposit of possible refund

  • Copies of Driver’s License for taxpayer and/or spouse

Income/Wage Statements:

  • Employment income (W-2)

  • Subcontracting income (1099-NEC, 1099-K)

  • Health Coverage (1095 A,B, or C depending on where you get your health insurance)

  • Record of alimony received

  • Brokerage account year-end statements 

  • Rental property income

  • Partnership, S Corp, Trust, or Estate annual statements (Schedule K-1)

  • Pension or retirement income (1099-R)

  • Social security income (SSA-1099)

  • Unemployment income yearly statement

  • State/local income tax refund statement

  • Lottery/gambling winnings

  • Sale of stocks, bonds, or other assets

  • Gifts, prizes, or bonuses

  • Self-employment income

  • Tips earned 

  • Interest/dividend income (1099-INT or 1099-DIV)

  • Income from any other source

Possible Deductions & Credits:

  • If you own a home:

    • Mortgage interest statement (1098)

    • Property taxes (County & School)

    • Expenses for improving energy efficiency

    • Info on the purchase/sale of a home

  • If you are self-employed:

    • All business-related expenses

    • Health Insurance Premiums

  • If you have unreimbursed business expenses:

    • Business meals & entertainment

    • Business travel (other than meals)

    • Business mileage

    • Required uniforms or equipment

    • Job-related educational expenses

    • Home-office expenses

    • Union/Professional dues

    • Job search expenses

  • If you paid student expenses:

    • Tuition Statement (1098-T)

    • Books, and lab fees

    • Student loan interest statement

    • Grants and scholarship information

    • Proof of payment of tuition

  • Medical & Dental expenses:

    • Medicines & prescriptions

    • Doctors, dentists, nurses, hospitals

    • Health & Long-Term Care Insurance premiums 

    • Glasses, hearing aids

    • Travel expenses/mileage to & from doctor, dentist, hospital, or pharmacy

  • If you made charitable donations or volunteered:

    • Documentation for charitable donations (cash and non-cash)

    • Mileage log for charitable causes

  • IRA/SEP/529 contributions

  • Record of alimony paid

  • Child care expenses & provider information

  • Lottery/gambling losses (only to offset winnings)

  • Investment-related expenses

  • Rental property expenses

  • Federal, State, or Local taxes paid 

  • Record of payments to household employees

  • Information on any Electric Vehicle purchased.

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