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Please bring the following documents (if applicable) to your tax appointment or make available with your drop off packet:

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  • Previous Year Tax Documents (for new clients)

  • Social Security Numbers (incl. spouse & dependents)

  • Birthdays (incl. spouse & dependents)

  • W2s

  • 1099s

  • 1098s

  • Business Income & Expenses 

  • Rental Property & Expenses

  • Real Estate Taxes

  • Other Taxes

  • Medical Insurance Expenses

  • Medical Expenses

  • Other Income (i.e. gambling)

  • Donations

  • Other Misc. Information 

New to Lam CPAs?

Please fill out the appropriate form below and return to one of our convenient locations!

for Individuals

for Businesses

for Estates & Trusts

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