Meeting With Us
What to Bring to Your Tax Appointment

• Your tax return from last year
• Social Security cards for all persons listed on the tax return
• Dates of birth for all persons listed on the return
• Your driver’s license or picture ID
• Wage Statements – W-2’s – 1099’s
• Pension and retirement income
• Interest and dividend income
• Commissions
• Self-employed business income and expenses, including car expenses and mileage, and home office expenses.  Also, bring in your beginning and ending odometer reading. (miliage logs)
• Lottery or gambling winnings
• Jury duty, prizes and awards
• State and local refund amount
• Social Security income
• Unemployment income
• Rental property income and expenses
• Alimony paid or received
• Real Estate Transaction: Settlement Sheets ( buy, sell or refinance)
• Medical expenses : Doctor, dentist, lab, eyeglasses, drugs, insurance premiums, LTC Premiums
• Paid Real Estate Tax Bills – School, County, Borough & Township Tax
• Interest paid  on mortgages or business loans
• Charitable contributions receipts and FMV ( fair market value) for clothing and household items, including cars and boats
• Work related expenses ( union dues, small tools, safety shoes and glasses, etc.)
• Estimated tax payments, ( original or photocopies of cancelled checks)
• Educational expenses for taxpayer(s) and dependents (Tuition fees, books, equipment and student loan interest).
• Dependent child care information: Include Provider name, address, and social security number or EIN number (employers identification number).
• 529 plan contributions for children’s education for PA deduction
• Receipts for purchase of a Qualified fuel cell vehicle.
• Brokerage statements for stock sales-(dates bought and sold,-original cost, and sales proceeds).
• Contribution to IRAs (Roth or traditional), SEPs, KEOGHs, SIMPLEs, etc.
• E-file –need bank account and bank routing numbers or voided check.
• Any other pertinent documents or papers.