Remember to E-mail us for a free tax organizer!

Drop-off your tax info!  We will call you with questions.

Here are a few items to bring:

• Last year's tax return (if we don't have it already)
• W-2 forms
• Any 1099 forms
• 1098 (mortgage) forms, including property tax info
• K-1 schedules from partnerships, S-Corps, etc.
• List of Medical expenses
• Charitable Contributions
• Dependent (children) info (SSN, DOB)
• Settlement statements (purchase, sale, refinance of home or real estate)
• Educational tuition or fees
• IRA or 401K contributions or withdrawals
• Qualified Educator expenses (if you are a teacher)
• Stock or investment trade info (dates and amounts of purchase and sale)
• Anything else you think we should have!

If you have a business, farm, or rental property:

• Income received
• Any expenses pertinent to the business or income
• Mileage (business use of vehicles)
• Home office information