The following items are needed to complete your tax return

1.  Identification

• Drivers License, Passport, Etc.
• Social Security Cards, INS Work Authorization, Etc.

2.  Copy of Last Years Tax Return

3.  Forms & Letters

• W-2s
• 1099-"anything"
• K-1s
• 1098s
• Notices Received from the IRS or any other governmental agency
• Home Purchase/Re-finance closing statements
• Sales Contracts for any automobile/boat purchases

4.  Completed Questionnaire & Worksheets

• The questionnaire and associated worksheets are very beneficial to optimal completion of your tax return

5.  Completed Tax Preparation Authorization (Engagement) Letter

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