- Forms W-2’s for wages, salaries, tips, and pensions
- Forms 1098’s for mortgage interest paid to financial institutions and property tax statements
- Brokerage statements from stock, bond or other investment transactions including form 1099-B
- Forms 1099’s for interest, dividends, state/local tax refunds and other payments
- Forms K-1’s from partnerships, s-corporations, estates, and trusts
- Closing statements pertaining to real estate transactions including the settlement sheets from the purchase and sale
- All correspondence and notices from IRS and other tax agencies, if any
- Labels, envelopes and forms from taxing authorities
- If it is your first year with us, bring a copy of last year’s tax return, social security numbers, dates of birth for taxpayer, spouse and children