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 SOLD 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 | ||||||||