What to Bring

Existing & New Clients:
___ W2
___ Mortgage Interest Paid $ (all 1098 Forms)
___ Property Taxes Paid $
___ Any year end 1099 packages for any Brokerage accounts (i.e Robinhood) Crypto also.
___ SS# for Newborns
___ Day Care Tax ID#
___ DMV (Car Registration) for all Cars, boats, trucks, trailers, jet skis, etc
___ Student Loan Interest Paid
___ Tuition
___ Final Closing/Settlement Statement for any New Purchase. If you are not sure what this is or where to find it, call your escrow company and they should be able to fax or
email it to you.
___ Any Deduction Sheets that apply to you. Located on our website.

New Clients Only:
___ All of the Items above
___ The last 2 years of tax returns (especially the last years)
___ If you can not find last years tax return, we at least need the amount of the tax you received or paid from the State only from the previous tax year. 
___ Any & All SS numbers and Birthdates for any spouses or dependants
___ Checking Account # and Routing # for direct deposit of your refund