Short List of What to Bring
- If you're a new client - a copy of last year's tax return
- Taxpayer ID numbers for you, Spouse, and Dependents
- Photo ID's for you and Spouse
- Birth Dates for you, Spouse, and Dependents
- Income statements: W-2s, W-2Gs, 1099-Rs, etc.
- Interest and Dividend statements from banks, brokerages, etc.
- All form 1098s from mortgages lenders
- Bank Routing and Account Numbers
- Amount paid for childcare and the provider's tax identification number
- Receipts for charitable donations
- Anything that says, "IMPORTANT TAX INFORMATION" on the envelope!