What To Bring To Your Appointment

Our Guide for Your Next Tax Service Appointment

DOCUMENTS TO BRING TO YOUR APPOINTMENT

We make it easy to walk in prepared! Please review the list below and if you have any further questions or concerns, email or call us to speak to your tax pro or one of our qualified staff members!

If applicable, you will need to bring the following:

  • Driver’s License or ID for all adults on the taxes
  • Social Security for all individuals on taxes
  • W2 - Income
  • W2 G - Gambling Winnings
  • 1099 Misc. - Misc. Income
  • 1099 C - Cancellation of Debt
  • 1099 G - Unemployment Compensation
  • 1099 Div. - Dividends
  • 1099 SA - Distributions from HSA, MSA, and Medicare Advantage MSA
  • 1099 R - Retirement
  • 1099 INT- Interest
  • 1098 - Mortgage Interest
  • 1098 T - Tuition Statement
  • Real Estate Tax Information
  • Property Tax
  • Charitable Contributions
  • Stock Sales
  • Daycare Receipts
  • Expense Sheet - Includes Large Purchases, Cell Phone, Internet, Meals & Entertainment, Supplies, Tools, Materials, License & Permits, Business Miles, and etc.
  • K1 - For Business
  • Profit & Loss - For Business
  • Driver’s License or ID for all adults on the taxes
  • Social Security for all individuals on taxes
  • W2 - Income
  • W2 G - Gambling Winnings
  • 1099 Misc. - Misc. Income
  • 1099 C - Cancellation of Debt
  • 1099 G - Unemployment Compensation
  • 1099 Div. - Dividends
  • 1099 SA - Distributions from HSA, MSA, and Medicare Advantage MSA
  • 1099 R - Retirement
  • 1099 INT- Interest
  • 1098 - Mortgage Interest
  • 1098 T - Tuition Statement
  • Real Estate Tax Information
  • Property Tax
  • Charitable Contributions
  • Stock Sales
  • Daycare Receipts
  • Expense Sheet - Includes Large Purchases, Cell Phone, Internet, Meals & Entertainment, Supplies, Tools, Materials, License & Permits, Business Miles, and etc.
  • K1 - For Business
  • Profit & Loss - For Business

If you have schedules such as farming and rental property, please remember to bring all expenses associated with it.

Please remember to bring all income as well. We have expense sheets specifically geared towards farming and rental property on this site for your convenience! Simply select the tab Forms and it's that simple!

PLEASE COME PREPARED WITH ANY AND ALL DOCUMENTS YOU HAVE THAT MAY IMPACT YOUR TAXES! DO NOT LIMIT YOURSELF TO WHAT IS ON THE OUR LIST! BRING WHAT YOU HAVE AND LET OUR TAX PROS REVIEW THE DOCUMENTS! IT IS BETTER TO BE OVER PREPARED THAN UNDER PREPARED!

If you get to our office and realize you forgot or never received a document, no matter how important, please do not cancel or reschedule your appointment. Notify the receptionist when you arrive and they will assist you to see if there is a way to retrieve the document online. However, even if a duplicate cannot be produced, we still want to see you on your scheduled appointment!