What to Bring to Your Tax Appointment

Original source documents such as W-2's, 1099's for interest, dividends, and miscellaneous income. Bring any statements from investment accounts showing gains or losses on sales of investments. Copies of the settlement statement from any purchase or sale of real estate. Any form K-1's from partnerships, limited liability companies or S-Corporations. Any backup for itemized deductions like mortgage interest, charitable contributions or other items. Please bring your last three filed tax returns, or as many as you can put your hands on. We use them to gain familiarity with your tax situation and very often we find deductions you might have missed or handled incorrectly. As a general rule, when in doubt as to what to bring.....bring it!

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