The following is a list of things you should bring with you when meeting with us for the first time.  If you have any questions, feel free to contact us by phone or email. 

General Items
If it’s your first year with us, bring a copy of last year’s tax return and copies of social security cards for everyone claimed on the return.
Dates of birth for taxpayer, spouse and children.
Labels, envelopes and forms from taxing authorities.
W-2 forms, 1099’s and any other statements of income such as;
Interest, Dividend and/or Capital Gains Income
Business or Rental Income
IRA, Pension/retirement income
Unemployment Compensation
Social Security Income
Lottery or Gambling winnings
Cancellation of Debt notices
Common Adjustments and Credits
IRA Contributions
Student Loan Interest
Did you buy a Hybrid Vehicle?
Pay any Tuition for yourself or a dependent?
Are you a Teacher?
Pay for Child Care or Senior Care?
Did you move this year?
Did you put in a new furnace, insulation or other energy saving improvements?
Do you Pay Alimony to anyone?
Common Personal Deductions
Medical Expenses:
Medical Insurance premiums that YOU paid – health, vision, dental, cancer insurance policies
Doctors, Dentist, Hospitals, Co-Pays, Deductibles paid during year
Med. Supplies & Equipment – Eyeglasses, Dentures, Crutches, Hearing Aides, etc.
Long Term Care Premiums
Mileage back and forth to the doctor, dentist, etc.
Parking for Doctor, dentist, etc.
Property Taxes – your home, camp, land, etc. PAID during the year
Sales Taxes – Did you buy a vehicle or make any large purchases (more than $5,000)?
Personal Property Tax
Mortgage Interest – all mortgages & home equity loans
(if you paid one off during the year make sure you get the interest paid on that one too)
Points paid on the purchase of a home (bring the settlement sheet)
Investment Interest paid
Charitable Contributions
Checks and cash paid to registered charities & churches (you must have documentation)
“Other than Cash” – clothing and furniture donated
(you MUST have an appraisal for all donations made after 8/17/06)
Casualty & Theft Losses
Any Fire or Theft Losses of more than $1,000 that were not covered by insurance?
Job Expenses
Union Dues
Uniforms & Uniform Maintenance
Continuing Education
Book, Reference Manuals, etc.
Tools, Equipment, Supplies
Safety Shoes & Clothing
Mileage (to 2nd location or Job)
Unreimbursed travel expenses (Lodging, Meals, travel)
Miscellaneous deductions
Tax Preparation Fees