Common Documents to bring for your appointment

Please bring the following information to your appointment, as applicable:

• Picture of your Driver’s License or ID

• Copy of last year's tax return

• Income

o W2s 

o 1099s

• Itemized deductions

o Form 1098 (mortgage interest)

o Property taxes paid (if not on 1098)

o Car registration costs

o Charitable Donations

o Medical expenses (exceeding 7.5% of gross income)

• Other

o Form 1095 B (health insurance). If using Covered California, make sure your have your 1095-A as well as your for 3895 

o Categorized and totaled list of expenses if independent contractor

o Contributions to IRA 

o Name, SSN, DOB of new dependents

o HSA forms

o Form 1098-E (student loan interest)

o Form 1098-T (tuition for higher education)

o Education expenses (books, supplies, etc)

o Childcare expenses (summarized by provider and amount)

o Gambling losses

o Energy efficient home improvements

o Purchase of electric vehicle

• Rental property

o Address of property

o Profit & Loss statement or list of total income & expenses (summarized by type and amount)  

• Businesses

o LLC or corp formation documents, if applicable

o Profit & Loss statement or list of total income & expenses (summarized by type and amount)