What to bring – personal

Documents and Information Needed to Prepare Your Personal Tax Return

We’ve created a checklist to help you prepare for your tax appointment. Whether you are meeting with a Tax Preparer face to face or submitting your documents electronically, we’ve got the tools you need.

Your documents do not have to be organized in any particular manner and they certainly do not have to be perfect. But, the better organized you are, the quicker your tax appointment will go.  We’ve created a checklist of items that you will need to file your tax return.

We’ve also provided a comprehensive tax organizer that you can either fill out or use as a guide to what information and statements you should collect.  Depending upon your individual situation, other supporting documents may be required to complete your return.

We are here to help if you have questions about what to bring to your tax appointment.