Meeting With Us

We oftentimes get requests for a list of what to bring you your tax meeting with us. In an effort to save time for our clients, we have compiled a list you can reference on what to bring. Use this list as a check list. If you have any questions, please contact us.

What to bring to your tax appointment:

If it’s your first year with your preparer, bring a copy of last year’s tax return and copies of social security cards
Dates of birth for taxpayer, spouse and children
Labels, envelopes and forms from taxing authorities
W-2 forms, 1099’s and any other statements of income
Pension/retirement income.
Social Security or Unemployment Compensation
Child car expenses, educational or work related expenses
Self-employed income & expenses
College tuition payments (room & board not deductible)