So you have your appointment all scheduled and you want to know what you should bring with you.  Below is a pretty comprehensive list.  Of course, if you have some documents that you are unsure about - bring them too.

  • W-2s
  • 1099s
  • 1098s (Mortgage interest)
  • Copy of the last income tax return that was filed 
  • Closing statement from real estate transactions 
  • If you have sold any stocks, please bring the purchase information too (date and cmount Spent)
  • Remember to keep track of any IRA contributions for the year (Roth, Traditional, Non-Deductible, and SEP)
  • DMV Fees
  • Charitable donations - cash, checks, Goodwill, etc.
  • Charitable Donations - Goods to Organizations (Goodwill, Salvation Army, etc.)
  • Property Taxes
  • Tax preparation fees
  • Totals for all of the work related expenses that are job specific (Auto, Dues, Postage, Printing, Publications, Telephone, Union Dues, etc.). 
  • If you own your own business please be sure to bring all income and expenses
  • If you have a rental property please be sure to bring all income and expenses separated by property
  • If you pay for childcare please be sure to bring the name, address, tax identification number, telephone number, and the amount you paid for the year
  • If you have paid for any college education for yourself or any children please be sure to bring the total amount paid for each person
  • If you have a new dependent please be sure to bring their birthday and social security number
  • If you have purchased a new vehicle please bring the contract for the purchase with you
  • If you have paid estimated taxes please bring a complete list of what dates and amounts you paid to each government agency (IRS, State of California, etc.)

 

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