What To Bring

Social Security Cards & Photo ID 

(for all people on the return)

Income Statements:

W-2, 1099, Etc.

 Interest Income, 

Brokerage Statements

Expenses: 

Property Tax Statements, 

Mortgage Interest

Charitable Giving, 

Medical Expenses (Totals)

Education Expenses (1098 Statements)

Last Year’s Taxes

Bank Account & Routing # for Direct Deposit