Appointment - Tips & Information

We value your time and effort. See below for some tips and suggestions to help you get prepared for your tax appointment. 


**The following is a list of tips and documents that you may need for your tax appointment. This is a general list of items, every person and situation is unique, and their tax preparation may require additional documents.




  • Create a personal check list based on last year's return and add new items/docuemnts for the current year.
  • Have all the documents ready, don't wait for the appointmet to email or request copies. 
  • Schedule Online Appointment, saves you time and you eliminate driving to your appointment.
  • Request access to our secure document sharing site to upload and receive documents online. 
  • Bring stiimulus payment information to your appointment,
  • Provide health insurance verification document. 1095-(A, B or C).


  • Start tax planning early in the year, don't wait till the last minute.
  • Get organized - plan and keep documents.
  • Boost your retirement savings (IRA/retirement account).
  • Setup a college fund for your dependents.
  • Avoid penalties by cashing out early on retirement account.
  • Keep track of your deductions.
  • Educate yourself and conduct research on tax saving strategies.


Please read - important information for your appointment.


We look forward to seeing you for your upcoming tax appointment. The safety of our clients and staff is our top priority, we ask you to please adhere to the following guidelines:  

  • Wear face covering.
  • Iin the event that you or someone that you have been exposed has tested positive or displayed Covid-19 symptoms in the last 7 days prior to your appointment please re-schedule your appointment.
  • Only one person per appointment is permitted,  two if you are filing a joint return.
  • Please do not bring children or visitors to your appointment.

​Tax Preparation Check List

(Download the check list at the end of this page)



     1- Health insurance verification document for all persons listed on the tax return - FORM 1095, (A, B or C). *

     2- Stimulus payment - IRS Notice 6475.*

     3- Advanced Child Credit Payment - IRS Letter 6419.*

     4- Government issued picture identification (Drivers license/ID) for self and spouse.  APPLIES TO NEW CLIENTS ONLY.

     5- Social Security cards  and date(s) of birth for you, your spouse and dependents.  APPLIES TO NEW CLIENTS ONLY.


*​ 1 - FORM 1095 - Must reflect all persons listed on the return with the same address or several forms presented. If form(s) is not presented a penalty may be assessed and would need  to provide additional documentation to verify dependents residing with the tax payer e.g. school records, medical records etc.).

* 2 and 3-  FORMS 6475 and 6419- Must present document. May also provide the amount received however the refund may be delayed or incorrect if inaccurate information is provided. Strongly recommend to open an account with the IRS to access this information. 


INCOME INFORMATION - Most people will need

  • W2 forms for you and your spouse.
  • Copy of previous year tax return. (Helpful for new clients, not needed if we prepared your taxes last year).  
  • Bank Account and routing number if you want direct deposit or tax payment from your account.
  • 1099-INT, 1099-DIV, 1099-B, or K-1s for investment or interest income.
  • 1099-G forms for unemployment income, or state or local tax refunds.
  • SSA-1099 for Social Security benefits received.
  • 1099-R Form for payments/distributions from IRAs or retirement plans.
  • 1099-C forms for cancellation of debt.
  • 1099-NEC or 1099-MISC forms for you and your spouse for independent contractor work (Uber,Lyft, Doordash etc.).
  • All other 1099 or 1098's received.
  • Alimony received.
  • Small Business Income - Provide income/expense statement. See Business Center for more information.
  • Residential Rental Property - Provide income/expense statement. See Business Center for more information.
  • Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
  • Estimated tax payments made during the year (self-employed).


  • 1098-E Form for student loan interest paid (or loan statements for student loans).

  • For teachers, amount paid for classroom supplies.

  • Records of IRA contributions made during the year.

  • Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.).

  • Records of Medical Savings Account (MSA) contributions.

  • Self-employed health insurance payment records.

  • Alimony paid.

  • Keogh, SEP, SIMPLE, and other self-employed pension plans.


  • 1098-T Form or school statement for education costs, tuition, books and required supplies.
  • Child care costs: provider’s name, phone,  address, amount paid, tax ID or social security number.
  • Adoption costs - SSN of child; records of legal, medical and transportation costs.
  • All other pertinent tax documents.



  • Medical and dental expense records. (Must exceed 7.5%
  • Real estate taxes paid.
  • Vehicle license fees based on value of vehicle.
  • Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid.
  • Charitable donations: cash amounts, official charity receipts, canceled checks; value of donated property; miles driven and out-of-pocket expenses.


​Note - due to the 2018 tax reform and increase to the standard deduction less taxpayers will be able to itemize. In order to itemize total deductions must exceed the following amounts based on filing status. 

Single - $12,550
Head of Household - $18,800
Married - $25,100
This is a general list of frequent documents provided by most tax payers. It is not intended to provide personalized tax, investment, legal or other business and professional advice.  Additional information may be requested when your tax return is prepared.



Letter / Notice Samples


Tax Preparation Checklist
Check List.pdf
Adobe Acrobat document [457.9 KB]
Business Income & Expense Statement
Schedule C.pdf
Adobe Acrobat document [90.4 KB]
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