top of page
  • Alex Jaacovi

What to Bring to Your Tax Appointment

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.



bottom of page