List of Documents to bring to the tax interview:
- W-2’s
- 1099’s
- Business income/expenses
- Rental income/expenses
- Alimony record
- Any other income statements
- Mortgage Interest statement
- Property Tax
- Charitable Contributions
- License fees
- Day Care info (name, address, phone, Employer I.D.#)
- Medical Expenses (If over 7.5% of adjusted gross income)
- Job Expenses
- Receipts for energy improvements
- 1098-T for college expenses
- IRA contributions
- Any other tax related documents
- Childrens Birth Certificate
- Social Security Cards