What to gather before your appointment

Tick each item as you find it, then bring everything at once. This page doesn't upload, save or send anything.

Nothing ticked yet. Start with last year's return.

Last year's federal and state returns
W-2s from every employer
1099s for interest, dividends and contract work
Mortgage interest and property tax statements
Childcare costs, with the provider's name and tax ID
Business income and expense totals for the year
Estimated tax payments, with dates and amounts

Fictional firm. Names, quotes and figures are illustrative. A design example by Chrysis Networks.

Back to the designs