Social Security cards and birth certificates for any new dependents
W2 forms from ALL jobs held last year
1099 forms issued from unemployment, banks, mutual funds, IRA payouts, 401(k) and other retirement distributions
Student Loan Interest Paid
Mortgage interest statement (Form 1098)
Records for any business activities such as rental, self-employment, etc.
Current pay stub
A check or proof of bank account if you wish to directly deposit your refund
Any other information or notices you received or anything you have questions about
If you plan to participate in any of the bank/fee withholding products, an official picture ID is required
If you sold stock, or your broker sold stock for you, you must bring the information from when you bought or received the stock. If you don’t know this information, we can research it for you at a reasonable fee
If you purchased a home, bring the closing papers
New Clients
All of the above
Copy of last year’s tax return
Social Security cards for all dependents claimed, or verification of name/social security number of dependents
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