We value the opportunity to solve your tax puzzle.

Please bring to your appointment:

Income Information:
  • W2's for wages and gambling
  • Interest Income Information (Form 1099-INT)
  • Dividend Information (Form 1099-DIV)
  • Social Security Statement
  • Retirement Pay Information (Form 1099-R)
  • Partnership and S-corporation income/losses (Form K-1's)
Expenses:
  • Taxes paid on house and auto during the tax year
  • Mortgage interest paid on house (Form 1098)
  • Contributions to charities
  • Business expenses
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For an appointment

Other Information To Bring:

  • Social Security numbers and dates of births of children
  • Settlement Statement (Closing Papers) on real estate bought or re-financed during the tax year
  • Other documents that you have questions about or believe will have a bearing on your tax situation