Now scheduling appointments for tax year 2018. Call or email soon to get your preferred time.
What should I bring for my tax appointment?
LAST YEAR’S TAX RETURN | ||||||||
W-2’S FROM ALL EMPLOYERS | ||||||||
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
PROOF OF HEALTH INSURANCE-Bring form 1095-A,1095-B or 1095-C if applicable CONTRIBUTIONS/DONATIONS LISTING |
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ANY EXPENSES AS AN EMPLOYEE? | ||||||||
-Unreimbursed Mileage, Travel Costs, Union Dues, etc. | ||||||||
MEDICAL EXPENSES (IF VERY SIGNIFICANT) | ||||||||
COST OF LICENSE PLATES | ||||||||
DAY CARE EXPENSES | ||||||||
-Name, Address, Social Security Number of Provider and amount paid | ||||||||
TUITION EXPENSE | ||||||||
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 |