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

• 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