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601 E. Broad Street, Suite 100
Souderton, PA 18964

Tax Returns Plus Financial Services

(215) 723-7118


What to Bring: Tax Preparation 1st Meeting

People often wonder what to bring to an initial meeting.  Here is what we recommend:

  • Tax returns for the last two years.  We review them for consistency, verify continuity of information, and will need them to file amended returns, if required.  Your prior return is reviewed at no cost to you.  Amended returns will be prepared only after the options have been explained to you.

  • Names, dates of birth and social security numbers of all participants and dependents.

  • All official tax documents showing wages (W-2s); interest and dividends (1099s); year-end investment statements, including sales of stocks and mutual funds; other income items such as K-1s.  

  • Child care information, including name, address and EIN # of provider.

  • If self-employed, list of income and expenses, along with depreciation history of any and all assets.

  • If rental income, list of income and expenses of each property along with depreciation history of each asset.

  • List of itemized deductions:

    • Actual real estate tax receipts (especially if eligible for property tax rebate)

    • Proof of all monetary charitable contributions and donated items

    • All medical expenses including insurance, co-pays, medical devices and prescriptions

    • Mortgage Interest Statements

  • The settlement sheets on any real estate transactions.

  • List of any estimated tax payments made during the year.

  • College tuition and student loan interest payments.

  • If in doubt, bring it along.