The more information you provide the better picture we will have of your individual tax situation. As you prepare for your appointment review the following list and bring the appropriate documents if they apply to you:

• Previous year tax return if not prepared by Taxwize
• W2’s for each person filing
• 1099’s if applicable
• Letters or notices from the IRS if applicable
• Spreadsheet or document outlining tax deductible expenses (i.e.) mileage log, business related expense receipts, etc.
• Interest paid during the tax year
• Medical expenses
• College tuition paid (form 1098)

After your first consultation, it’s possible we will uncover areas that may require additional information to prepare a complete tax return. You may be asked to provide some more information and schedule a second consultation or simply email the required documents. It will depend on the situation and how many forms are required to complete your return. This is perfectly normal and nothing to be concerned with. Remember, our job is to make sure your return is complete and no opportunity missed when it comes to your unique situation. We work for you and our objective is always to do what is best for our client while complying completely with the guidelines of the IRS.