What to bring
Please remember to bring the following:
- Last years tax return
- W-2 forms
- 1099 from pensions, IRA distribution, bank interest, stock dividends
- Self employment income and expenses (Kindly provide totals)
- W-2 G from any gambling winnings
- 1099 from any stock transactions (Kindly provide totals)
- Social Security Statements
- 1098 Mortgage Statements (Condo/co-op owners will receive one from the bank and another from the board)
- Social Security number and D.O.B for any new dependents
- Child Care Provider Information (Name, Address, SS# & EIN#, amount paid)
- Traditional or Roth IRA contributions
- Student loan interest paid
- Qualified college Tuition Paid for each student
- Estimated payments made for Federal and State.
- Rental Income and expenses (Kindly provide totals)
- Unemployment statements
- Schedule K-1 from Partnership, S-Corp. (Should be complete by January 31)
Should you have any questions please don’t hesitate to contact us.
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