Broker Check

What To Bring To Your Tax Appointment



Please bring the completed  (New Client Information Form or Update Sheet for existing clients) along with the following items to help us prepare your tax returns:

  • W-2 Statements
  • 1099 Interest and Dividend Statements
  • 1099-R Pension, IRA Distributions
  • 1099-M Miscellaneous Income
  • 1098 Mortgage Interest and Property Tax
  • Unemployment Compensation
  • Social Security Income
  • Proof of Health Insurance

In addition to your current tax documents, you may want to send or bring in the following items of financial importance so that they may be reviewed for your benefit:

  • 401K Statements
  • Simple Plan Statements
  • IRA and Roth IRA Statements
  • Annuity Statements
  • Sale of Stock Statements

Please do not hesitate to contact us if you are not sure if a particular item is important or not.