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Documents to Bring

Bringing all of your documents will help to process your return quickly with the largest return possible.

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For the quickest refund from the IRS, bring your Bank Routing and Account numbers so your refund can be directly deposited to your account.

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If you have any of these documents, please bring them to your appointment:

Personal Taxes

  • Drivers License or other identification

  • W-2, Statement of Income

  • 1095-A, Proof of health insurance

  • 1098, Mortgage Interest Statement 

    • Property tax receipts

  • 1098-T, Student Education Expenses

  • 1099-G, Unemployment Payments

  • 1099-R, Retirement Payments

  • 1099-DIV, Dividend Income from Investments

  • 1099-INT, Interest Income

  • 8949, Statement of Capital Gains

  • If you have dependents 18 years old or younger please bring a recent school report or any other document that will show a presence in the country.

Business Taxes

  • Profit & Loss Statement

  • Balance Sheet

  • List of Expenses

  • Depreciation of Assets

  • Jan & Dec Bank Statements

Bookkeeping Appointment

  • Check Stubs

  • Cash Receipts

  • Bank Statements

  • Credit Card Statements

  • Merchant Statements

  • New Equipment Invoices

  • Payroll Reports

  • DE9, DE9C – 941- 940, W9’s

  • Petty Cash detail & Receipts

Submit Your Documents

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