What to bring to your tax appointment:
1. Prior year's tax return (new clients only).
2. W-2's, 1099's, 1098 mortgage interest.
3. School and Property Tax bills (paid in tax year).
4. Closing statements, if a home was purchased or sold in tax year.
5. Charitable contributions, if any.
6. Cost basis of all stocks sold, if any.
7. Child care provider (including address and Social Security number), if applicable.
8. Education expenses (tuition & fees) for self, spouse, and dependents, if applicable.
9. K-1's, if applicable.