To get the most out of your session with us, here's a list of what to bring.

1. Prior year federal and state income tax returns

2. Any IRS or state notices received

3. Current year information

• W-2, Wages, Salaries

• 1099s Interest and/or dividend income

• 1099 B, Capital gain/loss transactions

• K-1, Partner's share of income/loss

• State tax refund

• Alimony received

• Any self-employed income ( i.e. schedule C income)

• IRA contributions or distributions?

• Rental income

Itemized deductions:

• Medical and dental expense paid out of pocket

• Real estate tax

• Personal property tax (i.e. auto or boat excise tax paid)

• Form 1098, home mortgage interest

• Charitable contributions made

• Unreimbursed employee expenses

• Prior year tax preparation fee