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What you will need for your Professional tax and business services appointment

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In preparation for your tax appointment, here is a list of common documents you might need to bring:


  • W-2 Forms
  • 1099 Forms
  • Income Statements
  • Bank Statements
  • Receipts for Deductions
  • Property Records
  • Health Insurance Statements
  • Records of Retirement Contributions
  • Education Expenses
  • Previous Year's Tax Return
  • Social Security Numbers
  • Business Records
  • Childcare Records
  • Investment Statements
  • State and Local Tax Documents
  • IRS Correspondences


It's also a good idea to bring something to take notes with as well as a calendar.


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