When you come in for a tax consultation, we expect you to have all the necessary documents to facilitate the tax process. Below are tax documents that you may need to bring with you.
Wages (W-2)
Social Security
Driver Licenses
Dependents Social Security Card (S)
Dates of Birth
Rental Property Income and Expense
Record of purchases or sale of residence
Sales of stocks or bond
Self-employed business Income (1099-MISC)
Self-employed business expenses
Lottery or Gambling Winnings/Loss
Un-reimbursed job related expense
Job related educational expenses
Education expense (if any) (1098)
Pension Retirement
Income 1099-R
Phone Numbers
Interest Dividend Income commissions (1099-INT, 1099-DIV)