What to bring to your appointment:

* W2's
* 1099's
     - Retirement
     - Miscellaneous Income
     - Pensions
     - Distributions
     - Social Security
     - State Refunds
     - Unemployment
     - Interest From Bank or Investments
     - Dividend Statements
     - Stock Sales
* Any Income you received through the year
* Donation Receipts or Canceled Checks
   (must have letter if over $250 in cash)
* Health Insurance You that have paid on     your own NOT PRE TAX
* Medical Bills if the total out of pocket is   7.5% or more of your NET income
* Medical Miles traveled
* Daycare expenditure (Yearly Statement)
* Mortgage interest statement ( 1098 )
* Property Tax receipts
* Student loan interest statements
* Student education payments ( 1098T )
* Gambling winning / losses information
* Insurance 1095 A, B or C
* New clients - copy of previous years return
* Social Security 1099 SSA if Retired