Call for an appointment: 612-722-4291
What to bring to an appointment
- All W-2s, 1099s, and W-2Gs
- K-1 statements
- Year-end bank and mortgage statements
- Property tax statements for current and upcoming tax years
- 1095-A from the federal or state health care exchange
- 1095-B from your health insurance carrier or documentation of coverage for the year
- 1095-C from your employer-sponsored health insurance or documentation of coverage for the year
- All medical expenses - please categorize and calculate the amounts
- Health Saving Account (HSA) contribution and distribution amounts
- Brokerage statements original purchase information if not provided by your broker (this includes the date of purchase, the cost, and expenses you incurred to hold the investments including management or brokerage fees)
- Investment expenses for the current year
- 1098-T Higher education and scholarship/grant statements & billing transcript from school showing payments made during the tax year
- Student loan interest statement
- Home closing statement - if you sold a home bring the original home closing statement
- Income and expenses for any business
- Unreimbursed job expenses
- Dependent care provider name, address, ID, and amount you paid for each child
- Estimate tax payment records
- Bank account information for direct deposit (bank routing and account numbers
- Driver's licenses or state ID for the taxpayer and spouse
New clients should also bring:
- Copy of last year’s tax return
- Picture IDs for yourself, your spouse, and your dependents
- Social Security card or ITIN card for yourself, your spouse, and your dependents
Use a Reputable Tax Preparer
Security and due diligence
Business Start-up Consulting
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