What to Bring

Download our Tax Organizer Worksheet

Please Bring The Following Documents for your Tax Preparation:

If it's your first time with us, please bring a copy of your last year's tax return
W2 for self and spouse.
Driver’s Licenses for you and your spouse and Social Security Cards for all dependents
Mortgage Statement, Property Tax Receipt from the city for summer and winter taxes.
Closing papers if your house was purchased/refinanced/sold last year
License Plate fee for automobiles.
Moving expense sheet if you have moved more than 50 miles for job purposes.
Job search expenses, union fees, membership fees, tax preparation fees.
Log sheet for mileage if your vehicle was used for business.
Child care credit; child care provider name, address, federal Id, and amount paid.
Dividends from banks etc.
Stock/buy sale receipts, year-end brokerage statement.
Rental income/expenses
Self-employment income and expenses and asset purchases w/ dates.
Other income from home-based businesses (AMWAY, Quickstar, Avon etc.)
401K and IRA withdrawals information.
Any other information that may be useful in preparing your taxes

Incorporation Papers with the State and/or County.
Name, S.S. #, and address for each owner, partner, or member of the Corporation.
Accounting Statements, Journal entries, and end of year account balances
Year-End W-3, W-2, 1099-Misc, 940, 941, and other quarterly unemployment reports, or we can complete them for you
Yearly Profit and loss statement.
Last year’s tax return for the corporation or partnership.
List of assets acquired, date of purchase, and purchase price for the current year
The purchase agreement, if the business was acquired during the tax year.