What to Bring to Your Appointment
If you have a copy of last year's tax return handy, please bring it, especially if you are a new client. Also, remember to promptly forward to our office any IRS or state correspondence. We will review those for you at no additional charge.
Make an Appointment
Most of our clients make an appointment - the time can vary from 30 minutes to 2 hours and in most cases your return will be completed at that time.
We have many clients that mail in or drop off their paperwork as well. In addition, you may scan and e-mail your documents provided you use our secure e-mail service. Please contact us to obtain details regarding secure e-mail.
For those who have a dedicated work space at home or who are self-employed there are a number of possible deductions that you should ask about before your appointment. For example, do you have any major purchases for depreciation - computers, equipment, appliances, etc. You should bring a list of expenses related to your employment - advertising, office expenses, utilities, supplies, subscriptions, licenses and dues to name a few.
Naturally you will need to bring any tax document that you received from your employer or in the mail, such as W-2's, 1099's, 1098's, investment statements, etc. If you have any dependents, we will need their birth dates and social security numbers. Also, remember to bring your 1099-HC or proof of health insurance. Finally, in an effort to reduce the risk of identity theft, a valid driver's license or passport should be brought to your appointment.
Interest, Dividends, Capital Gains
Please bring in any 1099's related to interest, dividends, capital gains, and stock transactions.
If you have a brokerage account please keep in mind that many firms correct these forms late in the tax season.
In addition, you should expect to provide cost basis information on your investments in the event of a sale or other taxable event.
If You Itemize
Be prepared to provide taxes you paid (real estate, personal property, vehicle excise), dates and amounts of estimated taxes paid, mortgage interest, gifts to charity, casualty or theft loss(es), margin interest paid, and significant medical and dental expenses. Also provide details for any unreimbursed employee expenses related to your employment such as travel, union dues, mileage, manuals, fees, work uniforms and boots, etc. if you live in the state of New York.
You should expect to provide details about the cost of any property that is used for rental income - rents received, mortgage interest paid, taxes, major purchases/renovations for depreciation, utilities, repairs, insurance, etc.