We have included on this page a client organizer to assist you in gathering your 2019 tax information.
When you come in for your tax appointment, please bring copies of the last two years Federal and State income taxes.
The following is a partial list of the important tax documents and information you should bring with you to the appointment:
W-2's
1099-INT (Interest Income)
1099-DIV (Dividend Income)
Broker Statements 1099-B for any sales of investments and stocks.
1098 Mortgage Interest and Real Estate Taxes Paid.
Closing documents for new home purchases, sale of home and refinancing.
Schedule of all out of pocket medical expenses, including miles traveled for medical purposes.
Schedule of all charitable contributions and statements received detailing your contributions.
As always, please feel free to email or call my office should you have any questions.