WHAT TO BRING TO YOUR TAX INTERVIEW

• Completed Tax Organizer (link to print a blank organizer)
• Copy of Last Year’s Tax Return (new clients only)
• Form(s) W-2 (wages, etc.)
• Form(s) 1099 (interest, dividends, pension, etc.)
• Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
• Form(s) 1098 (mortgage interest) and property tax statements
• Brokerage statements from stock, bond, or other investment transactions (for sales of securities or other assets, please provide dates of purchase and your costs basis, as well as dates of sale and selling price)
• Closing statements pertaining to real estate transactions including refinancings
• Self-Employment income and expenses (or QuickBooks backup)
• All other supporting documents (schedules, checkbooks, etc.)
• Any tax notices received from the IRS or other taxing authorities