Getting Ready for Your Appointment!
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	​PERSONAL INFORMATION
	Contact information for all tax payers (including addresses, email addresses and phone numbers)
	​Birth dates and Social Security numbers for ALL household members
	Medical Insurance information for ALL household members for the ENTIRE year. (Please bring 1095 forms if you have them.)
	​Last year's tax return(s)
	​Valid picture ID
	Child Care receipts/expenses (include provider name, address, and Social Security number OR EIN)
	Custody statements (if applicable, these may be contained in a divorce decree)
	​Copy of report cards or other proof of residence for children (in case of divorce or separation)
	MAJOR PURCHASES/SALES
	​Real Estate and/or Personal Property Taxes
	​Mortgage Interest
	Documentation on property sold during the year
	Bill of sales for large purchases (cars, boats, land, livestock, etc...)
	FINANCIAL INFORMATION
	​W2's for all tax payers from all jobs held througout the year
	Interest statements (1099's) from savings accounts, stock, bonds, dividends, investments, etc...)
	Retirement Savings contributions
	State Income Tax Refund (if applicable)
	​Pension Income
	​IRA, 401K, or 403B distributions (1099-R)
	​Unemployment Compensation documentation
	​Social Security or Railroad Retirement information
	​Self-employment Income (109-MISC or record of payments)
	​A cancelled or voided check (if you anticipate a refund)
	​Estimated taxes paid (if applicable)
	​Other income information (including alimony, gambling winnings and/or losses, etc...)
	WORK EXPENSES
	​Receipts or other documentation detailing unreimbursed expenses incurred for work including travel, mileage, uniforms and equipment
	CHARITY
	​Receipts or other documentation detailing unreimbursed expenses incurred for volunteer work including travel, mileage and equipment
	Receipts or other documentation detailing charitable contributions made throughout the year (including church and non-profit organizations)
	MEDICAL EXPENSES
	​Includes receipts for eye glasses, hearing aids, dental appliances, etc...
	​Nursing care, Physical Therapy, medical equipment and supplies
	​Travel expenses
	EDUCATION EXPENSES (including Continuing Education)**
	​Tuition and fee statements (includes conference fees)
	​Books and supplies receipts
	​Travel (applies primarily for Continuing Education)
	​Educator unreimbursed expenses (for teachers)
	OTHER
	​Unreimbursed losses due to natural catastrophe, fire, flood, accident etc...
	​Adoption expenses
	MOVING EXPENSES
	​Transportation
	Meals/Lodging
	​Expenses related to housing including temporary lodging, moving vans, etc...
	​Expenses related to job searching
	BUSINESS EXPENSES
	​Rental property information including mortgage interest, taxes, management costs, cleaning and repairs
	​Inventory list (both current and for end of previous year)
	Home/Office - if used as principal place of business (include measurements of specific space and total home)
	Business equipment expenses
	Transportation (include mileage)
	​Travel expenses
	​Other business-related costs
	​Utility bills - related to Home/Office
	Office/Equipment repair costs