Don’t show up without your stuff! Here is a quick list of what will need to prepare your taxes:       

What Everyone Needs to Bring

  • Driver License 
  • Routing & Account Numbers  
  • Income Statements: W-2s, W2G, 1099-R, 1099-SSA 

New Clients - Only

  • Social Security Cards
  • Copy of last year’s tax return
  • Birth dates for dependents

If You Have Kids       

  • Child Care Provider’s name, address, tax ID# / SSN & amount paid
  • Bring you kids W-2s and will see if they need to file

College Costs

  • 1098-E Student Loan Interest Statement (login to your account and print a copy)
  • 1098-T Tuition Statement (login to your student account and print a copy)
  • Total amount paid for books


  • 1099-MISC Statement
  • Mileage Log
  • List of expenses


If You Own Your House  

  • Form 1098 from your mortgage lender
  • Amount of property taxes paid