New Clients.. Here’s what to bring.
- Last years return
- W-2’s, 1099’s and Proof of Health Insurance
- If you own a home, fill out an itemized deduction form.
- Make sure to bring cash or a check. NO CREDIT CARDS!
- All Names, SS#, Birthdates for anyone on your return. (Dependents and Spouse)
- If you, or a dependent, is in school, make sure to get the 1098T from the school.