What to Bring to an Appointment

This list covers the most common items needed to prepare your individual tax return, but it is not 100% inclusive. If you are uncertain about an item of income or expense and whether it is reportable or deductible, please bring the records with you and we’ll sort it out.

  • Copy of prior year’s federal and state return
  • All W-2s
  • Records of other income, such as self-employment, tip or rental income, alimony or unemployment compensation
  • All 1099-INTs (from investment and bank accounts)
  • All 1099-DIVs (from investment accounts)
  • All 1099-Bs (from investment accounts)
  • All 1098s (mortgage interest statements)
  • A report listing charitable donations
  • Amount of personal property tax paid (Virginia residents)
  • All 1099s Miscellaneous
  • Date-of-birth for yourself, spouse, and all dependents
  • Social Security Numbers (SSNs) for yourself, spouse and all dependents (including any new family members)
  • Rental income and rental property expenses (if applicable)
  • Sales price and cost basis for any stocks or mutual funds sold (if applicable)
  • Name, address, SSN/EIN and amount paid to each day care provider (if applicable)
  • Amount of long term care insurance paid (if applicable)
  • Listing of medical expenses (Note: Medical expenses must be more than 7.5% of your income before anything can be deducted)
  • Amounts invested in college savings accounts (if applicable)
  • All 1099-Rs
  • 1099-SSA - Social Security statements showing benefits received/recorded
  • Settlement sheets related to purchase, sale and/or refinance of real estate
    All year-end investment account statements for retirement and non-retirement accounts
  • Copies of real estate closing/settlement documents, if you bought or sold real estate during the year or refinanced your mortgage

If you have questions, please contact us. We look forward to being of service.