What to Bring

When you’re ready to talk taxes, it’s best to be prepared!

Tax Year 2021 

Please provide us with the following information, if applicable, at least one week before your appointment:

New clients

  • Previous year’s tax return
  • Social Security numbers and birthdates for all family members on tax return
  • Copy of state-issued ID (or driver’s license) for taxpayers
  • Your completed Short Tax Organizer or Comprehensive Tax Organizer

All clients

  • W-2s for wages
  • Stimulus payment letter: IRS Letter 6475 for third stimulus
  • Crypto-currency earnings
  • Alimony received or paid pursuant to a divorce or separation agreements
  • New dependents: name, social security number, date of birth
  • Details of interests in foreign assets
  • Gambling losses or winnings
  • Retirement plan payments: SEP/Simple/401 (k)/IRA
  • Estimated tax payments made: dates and amounts
  • K-1’s from partnerships, S-corporations and trusts
  • Student loan interest
  • Tuition Statement: 1098-T
  • Health insurance Forms 1095-A, 1095-B and/or 1095-C from the Affordable Care Act
  • Advanced Child Tax Credit: IRS Letter 6419
  • For business owners: Profit and loss summary with business-related expenses and amounts
  • Direct deposit information for refund

Additional items if you are itemizing:

  • Medical insurance premium paid
  • 2020 tax preparation fees
  • 1098’s for mortgage interest expense
  • Property taxes
  • Union dues
  • 1099’s for interest, dividends, and other sources of income
  • Charitable contributions – cash and non-cash
  • Medical expenses

Our office hours are 9 am-5 pm, Monday-Friday.

At least a week before your appointment, please use the Secure File Pro portal to upload your documents or bring them to the office.

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