Every taxpayer’s situation is unique, and thus it is impossible to list all the items one must bring in for a tax appointment for every type of tax situation. When in doubt, 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

If you are a new client, please bring copies of your last years federal and state income tax returns.

Personal & Dependent Information

Social Security or ITIN Numbers with date of births for anyone who’ll be on your tax return Childcare payment records with licensed provider’s ID number(s)

Amount of any alimony payments with ex-spouse SSN Income Statements

Bring any & all W-2, 1098, 1099 & schedule K-1 forms Purchase date & total investment for any stocks or property sold List of investment related expenses Education scholarships or fellowships Itemized Deductions If you are planning on itemizing your deductions (Schedule A) please compose a spreadsheet/list summarizing them. Itemized deductions include:

Mortgage interest, real estate & personal property tax records

Casualty & theft losses

Amounts of state & local income tax paid in prior years

Records of cash donations to religious institutions, schools & other charities

Records on non-cash charitable donations