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What to bring with you to your tax appointment


The information below will help you in preparing for your tax appointment:

When you arrive for your appointment, please bring copies of the following, if applicable: 

 Last year's tax return (if not in our possession) Original Form(s) W-2

Schedule( s) K-1 from partnerships, S-corporations, estates or trusts Documentation of pension or other compensation

Form(s) 1099 or statements reporting dividend and interest income Form(s) 1098 and copies of real estate tax bills, etc.

•  Legal documents pertaining to the close of sale (or purchase) of real property.

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