What to Bring to the Tax Preparation Meeting (2021)

  • Social Security Number of you and all of your dependents (New Client & Addition to the household)
  • Last Year’s Federal and State and Tax Returns (For new Clients)
  • All W2’s for you and all of your dependents
  • Form 1099 From your Bank(s)/ Credit Union reflecting Interest Income
  • Form 1095-A if you had Obama Care during the 2020 Tax Year.
  • Stocks Sold: Sales transaction documents from your Broker, and purchase Statements.
  • Statements of IRA Contributions, IRA Distributions, or Rollovers.
  • Form(s) 1098 from Banks/Lenders’ mortgages for the purpose of interest paid
  • If Real Estate is not impounded, provide property taxes paid in 2020 tax year.
  • Settlement of closing statement if you purchased or refinanced any real Estate.
  • DMV Registration Statement for 2020
  • Child Care Payments, including child care provider ID and address.
  • Sole Proprietor: All records, checks, transaction register, general ledger and financial
  • Statements such as Balance Sheets and Income Statements
  • K-1 from your Partnership(s) or Corporation Investments.
  • Student Loan and Interest Payment documents.
  • Education expenses for you and any of your dependents. (form 1098-T)
  • Cancelled Check from your bank if you would like the IRS to credit your deposit/withdrawal taxes. (RECCOMENDED THIS YEAR)
  • Projection figures for 2021, and your most Recent Paystubs for new 2021 W-4 information.