Meeting with us

Here's what to bring to your tax appointment:

• If this is your first year with us bring a copy of last years Federal, State and Local Tax Return. Please print our Tax Organizer from our Homepage, fill out, and bring this along with your tax information.

• Other important documents to bring if available/applicable to your situation:

• Tax organizer, if one was sent to you.

• Date of Birth and Social Security numbers for taxpayer, spouse and children.

• Wage Statements - Form W-2

• Pension/Retirement Income - Form 1099-R

• Interest/Dividend Income - From 1099-INT/1099-DIV

• Unemployment Income - Form 1099-G

• Sales of Stocks/Bonds - Form 1099-B

• Self-Employed Business/Farm Income - Form 1099-MISC

• Lottery/Gambling Winnings - Form W-2G

• Income/Expense from Rentals

• Income from Partnerships, S Corporations, Trusts & Estates - Schedule K-1

• IRA Contributions

• Alimony Paid/Received

• Child Care Expenses & Provider Information

• Medical, Vision & Dental Expenses

• Charitable Cash & Non-Cash Contributions

• Record of Purchase/Sale of Real Residence

• Mortgage/HELOC Interest Paid - Form 1098

• Real Estate & Personal Property Taxes

• Un-reimbursed Employment-related Expenses

• Educator Expenses

• Tuition & Education Fees - From 1098-T

• Student Loan Interest - Form 1098-E

• Estimate Taxes