Make sure you bring all of the following items applicable to you

• W-2’s

• Last year's tax return

• Interest and dividend incomes - 1099-INT, 1099-DIV

• Dependent care expenses and provider name, address, and Federal I.D. #

• Education credit information, including receipts and 1098-T

• Alimony paid or received with other parties SSN and date of divorce

• State and local refund amount - 1099-G

• Business income and expenses - 1099-K merchant card report

• Sale of stock information, including purchase date and amount paid

• Pension and retirement income - 1099-R

• Rental income and expenses and prior depreciation

• Unemployment statements - 1099-G

• Social security statement - SSA-1099

• Other income (gambling winnings & losses, discharge of debt) 1099-C

• Traditional and Roth IRA contributions and conversions

• Student loan interest paid

• Medical and dental expenses paid

• State and local taxes paid out of pocket

• Real estate taxes paid

• Mortgage interest paid

• Charitable contributions

• Health savings account statement with expense documentation

• 1095-A (only if health insurance was received through the marketplace)

• Estimated federal, state and local taxes paid (can call 1-866-721-7482 to get estimated taxes paid)

• Gains and losses from virtual currency transactions

• Deposit ticket or account number for direct deposit refund

* Returns are prepared from the information that is furnished by you. It is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your taxes, including but not limited to the auto, travel, entertainment, and related expenses and the required documentation to support charitable contributions of any kind. Gambling income should include a log book of daily winnings and losses for the year.