Here's a list of information and documents that clients may need to bring for an in-person tax appointment:
Personal Information:
Full legal name and social security number for yourself and any dependents.
Date of birth for all individuals included in the tax return.
Contact information (address, phone number, email).
Income Information:
W-2 forms for all jobs held during the tax year.
1099 forms for freelance work, independent contractor income, or any other miscellaneous income.
Statements of income from rental properties or investments.
Social Security benefits or other government benefits received.
Unemployment income statements, if applicable.
Any other income-related documents, such as K-1 forms from partnerships or S corporations.
Deduction and Credit Information:
Documentation for itemized deductions, such as mortgage interest, property taxes, medical expenses, and charitable contributions.
Records of any educational expenses, including tuition and student loan interest.
Documentation for any eligible tax credits, such as child tax credit or earned income credit.
Business and Self-Employment Information (if applicable):
Income and expense records for self-employed individuals or small business owners.
Records of business-related deductions, such as home office expenses or business travel.
Retirement and Investment Information:
Statements of retirement account contributions (e.g., IRA, 401(k), or 403(b)).
Records of capital gains or losses from the sale of investments or property.
Documentation for any other investment-related income or expenses.
Health Insurance Information:
Form 1095-A, 1095-B, or 1095-C, if applicable, providing information about health insurance coverage.
Previous Tax Returns:
Copies of your federal and state tax returns for the previous year, if available.
Banking and Account Information:
Bank account details (account number and routing number) for direct deposit of any tax refunds.
Any Relevant Tax Notices or Correspondence:
Bring any letters or notices received from the IRS or state tax authorities regarding your tax matters.
Any Other Relevant Documentation:
Any additional documentation that you believe is important for your tax situation.
It's important to note that this list may vary depending on individual circumstances.
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