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)
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Social Security Numbers (incl. spouse & dependents)
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Birthdays (incl. spouse & dependents)
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W2s
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1099s
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1098s
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Business Income & Expenses
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Rental Property & Expenses
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Real Estate Taxes
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Other Taxes
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Medical Insurance Expenses
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Medical Expenses
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Other Income (ie. gambling)
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Donations
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Other Misc Information