Below is a list of the majority types of documents that you will need to bring to your Tax Preparation appointment:

Most important document is a copy of your PRIOR YEARS return, if you are a new client.

Income Documents needed are:

• W2 from your employer(s).
• 1099-INT from your financial institution(s).
• 1099-DIV from your financial institution(s).
• 1099-R from your pension or retirement provider(s).
• W2G from your gambling winnings.
• SSA-1099 from Social Security Administration.
• RRB-1099 from US Railroad Retirement Board.
• 1099-MISC from your other income sources.
• Unemployment compensation 1099-G from the government.
• State refund 1099-G from the government.
• 1099-Q from qualified education program(s).
• Income and expenses for your business(es).
• Consolidated 1099 or 1099-B from your broker or barter transaction(s).
• Rental income and expenses.
• Farm income and expenses.
• K1 from your pass-through entities.
• Student loan interest form 1098-E from your student loan servicer(s).

EXPENSE documents needed are:

• Mortgage interest statement from your bank or mortgage lender.
• Charitable contribution statement(s) from your charity organization(s).
• Health/medical savings distribution form, from your bank or financial institution.

CREDIT documents

• Tuition statement from your college or post-secondary education institution(s).
• 1095-A from Health Insurance Marketplace.
• Day care bill.
• Bill of sale for new car purchased in 2025
• OVERTIME records spreadsheet or a Paystub
• A spreadsheet of TIPS included in your w-2
• Any home energy improvements, like roof, heating. Windows