Appointment Preparation

New Clients Click HERE

EXISTING CLIENTS

To prepare for your tax appointment, please bring the following documents:

Tax Client Checklist, which you can download, COMING SOON

Engagement Letter, which you can download, COMING SOON

Income documents, including:

W2  Wage statements from your employer(s)
1099-G or W2-Gs Unemployment, state refund and gambling winnings
1099-Int, 1099-Div, 1099-B  Interest, dividends, and investment info
1099-Misc  Independent contractor or self employment income; rents; royalties and other misc income
1099-R   Pension or retirement income
1099-SSA  Social Security or Railroad Retirement statements
K-1  Partnership, S-corp, trust income
Alimony paid or received and recipient’s SSN (if divorce was finalized prior to 1/1/2019)
Rental property income and expenses
Self Employment income and expenses

Expense documents, including:

1098  Mortgage interest statement
Child care: amount paid, provider names, tax ID number, address and phone number
Medical and dental expenses
Taxes paid  Property, income, quarterly estimates, Trimet, business
1098-E  Student loan interest paid
1098-T Educational expenses paid – PLEASE also bring statement from the educational institution showing expenses paid in the year
Charitable contribution letters and/or receipts  If you need help determining the value of your non-cash contributions, click the FORMS tab to download a valuation guide
OR Energy Credit postcard  You must have the postcard from Oregon to be able to claim a tax credit for Energy Efficient Property. Get this by submitting required paperwork. More information can be found here. Forms 1095 A, showing marketplace insurance premiums and premium tax credits

NEW CLIENTS ONLY

Please bring your Photo ID, Social Security cards for everyone on your return, and your most recent 3 years of tax returns. If you have dependent children living at home we will also need proof of residency. This can be a school document, doctor bill, or other document that shows; their name, your name OR address, and the current year.

ADDITIONAL RESOURCES

If you are a current client, we can generate a personalized organizer for you as well. Let us know you want it and how you would like it delivered and we can send it electronically or mail you a hard copy.

Download our Donation Value Guide and Tracker for your non-cash charitable contributions. Choose from Pinacle valuation guide  or Goodwill Valuation Guide (to print and fill out).