Preparing For Your Tax Appointment

To make your tax preparation experience as quick and easy as possible, it is important to have all the information necessary to complete your taxes at the time of your first appointment. Most of the required documents will arrive in your mail between January and February. You may wish to store them in a single container or file for easy retrieval at the time of your appointment.

Last year’s federal and state tax returns (for new clients)

Income/wage statements:
Alimony received statement
Commissions received statement
Brokerage account year-end statements
ESPP statements
Stock options sale papers
Rental property income and expenses
Partnership, S Corp, trusts, or estate yearly statements
Pension or retirement income statements
Social security income yearly statement
Unemployment income yearly statement
Lottery winnings (and lottery losses, if you have winnings)

Car, motorhome, and boat registration paperwork

Donation receipts

IRA contributions

Child care expenses and provider information (Social Security or EIN number)

Medical expenses and mileage (this includes prescriptions)

State taxes paid

Unreimbursed employment-related expenses

Job-related education expenses

Casualty or theft losses

Foreign taxes paid

Gifts (This is important for all parties involved – Information will be needed)

For the affordable care act

1095-A: If you are using the ACA Marketplace plans you MUST have a 1095-A form BEFORE filing. These will arrive by mail before Jan. 31 of each year.

1095-B & 1095-C are forms that you may need to provide as well.


Mortgage interest year-end statement

Home equity year-end statement

Property tax information

If you sold your home:
Purchase Information
Home Improvement Information


Income and expense reports

Mileage logs for autos

Receipts for business assets purchased


Tuition and education fees

Student loan information

Grants and scholarship information