Wondering what you need to bring to your first tax appointment to make your consult efficient and effective? We’ve got you! Below is a complete list of what to bring to your first tax appointment to be prepared for the questions asked that may affect your tax return. It’s important to realize that this information allows us to give you the best possible service. In addition, being prepared at your initial tax consultation will allow us to get your return filed as quickly as possible.
For your first tax appointment please bring the following information for each family member:
- Name
- Date of Birth
- Social Security Card/ITIN/ATIN
- Last Year’s Tax Return
- Valid Driver’s License
Conversely, you may choose to download and fill out our full personal tax organizer, or if you’re bringing in business, download and fill out the business tax organizer.
Income and Tax Information:
- W-2’s
- Interest (1099-INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Sale of any Business Assets
- Gambling or Lottery Winnings (W-2G for some winnings)
- State Income Tax Refund (1099-G)
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
- IRA or 401(k) Distribution (1099-R)
- Unemployment Compensation (1099-G)
- Miscellaneous Income (1099-MISC)
Deductions/Adjustments:
- Medical Expenses
- Real Estate or Personal Property Taxes
- Mortgage Interest
- Charitable Contributions (cash and non-cash)
- Employee Business Expenses
- Gambling Losses
- Moving Expenses
- Traditional IRA Contributions
- Higher Education Expenses
- Educator Expenses
- Student Loan Interest
Tax Credits:
- Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
- Adoption Expenses
- Retirement Savings Contributions Credit
What to expect at your first tax appointment
We are a full time tax preparation and accounting firm, not a “seasonal pop-up” tax store. This means we’re available year-round to help, as your life events and situations change. If you owe tax or expect a refund, we will let you know what your next steps are. In the event that you need to file an amendment or reference your tax return in the future, we keep a secure electronic copy of your return. You can just contact us for your information.
Above all, we are here for you. Before, during, and after you have completed your taxes with us. We can help sort out any IRS troubles, including if you need IRS representation. In addition, we can file amendments to your return, and answer questions about tax laws.
Keep in mind the sooner you file, the sooner you will receive your refund. For your refund status, you can check the “Where’s My Refund” tool on the IRS website. This tool will give you the most up-to-date refund information and is updated daily. You may access this tool as early as 24 hours after the IRS accepts your e-filed return or 4 weeks after mailing a paper return.
