WHAT TO BRING TO YOUR TAX APPOINTMENT

Every problem is unique and so thus every taxpayer’s situation. We cannot list all the items one must bring in for a tax appointment for every type of tax situation so we recommend to rather bring the item in question to your tax appointment. The following is a good general list of the items to bring in with you for your scheduled tax appointment:

Prior Year Tax Return Copies
Income Statements
Itemized Deductions
Dependents
IRAs
Stocks & Mutual Funds
Estimated Tax Payments
Business Rents Paid
Moving Expenses
Dependent Care Expense
Self-Employment
Rental Property
Higher Education Expenses
Business Use of Home
Residential Energy Efficient Improvements
Foreign Nationals on a F-1 or J-1 Visas
Miscellaneous
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