What You’ll Need

Now scheduling appointments for tax year 2019. Call or email soon to get your preferred time.

THE LAST DAY TO DROP OFF YOUR TAXES IS APRIL 3, 2020

What should I bring for my tax appointment?

LAST YEAR’S TAX RETURN
W-2’S FROM ALL EMPLOYERS

COPY OF ALL 1099’S RECEIVED

 

INTEREST & DIVIDEND INCOME
MORTGAGE INTEREST STATEMENT
PROPERTY TAXES
-These might be listed on your Mortgage statement if paid through an escrow account.
CLOSING PAPERS IF YOU BOUGHT OR SOLDĀ  A HOUSE

IF YOU HAVE INSURANCE THROUGH HEALTHCARE.GOV BRING YOUR 1095-A

CONTRIBUTIONS/DONATIONS LISTING

ANY EXPENSES AS AN EMPLOYEE?
-Unreimbursed Mileage, Travel Costs, Union Dues, etc.
MEDICAL EXPENSES (IF VERY SIGNIFICANT)

IF YOU HAD A HEALTH SAVINGS ACCOUNT BRING FORM 1099-SA

COST OF LICENSE PLATES
DAY CARE EXPENSES
-Name, Address, Social Security Number of Provider and amount paid
TUITION EXPENSE -Form 1098-T
STUDENT LOAN INTEREST
STOCK SALES
-Need the cost basis of stock if not listed on the form
If self-employed we would need a summary of revenues and expenses