What do I bring to my first tax appointment?
As a new client, we will need personal as well as financial information. We will need birthdates and social security numbers for all individuals listed on the return.
We will need all tax documents stating income and expenses for the year, which may also require bank and brokerage statements. Please also bring information about any significant life event that happened during the year, such as marriage, divorce, inheritance, etc …
We will need all the tax returns filed for the most recent tax period.