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FOR YOUR APPOINTMENT
What I will need includes but is not limited to
a copy of you and your spouses drivers licenses
W-2's and 1099's for interest, business and any other income
K-1's for any partnerships or s-corporations
1099's for real estate sales and the accompanying HUD
last years tax (for new clients only)
1098's for student loan interest
charitable contributions
medical and dental expenses
real estate taxes
1098 for mortgage interest
rent paid for the year
estimate taxes paid for IRS and Massachusetts
Business income and expenses
Rental income and expenses
Daycare expenses
Tuition Costs
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