Depending on the complexity of your tax situation, getting ready for your tax interview may take just a few minutes or require quite a bit of time and effort.
Here is a list of items most people need to bring. See what some of these documents look like on our Tax Documents to Bring page.
Identification and Review
- Photo ID - Federal and State law now requires us to see your photo ID
- Social Security Cards for taxpayer, spouse and all dependents if we did not prepare your return last year
- A copy of your prior-year tax return if we did not prepare your return last year
- Proof of health insurance - Form 1095-A, 1095-B, 1095-C, Medicare, or other proof.
- W-2 (Wage statements)
- 1099R (Pension, IRA and other retirement income statements)
- 1099 INT (Interest Income statements)
- 1099 DIV (Dividend income statements)
- 1099 G (Unemployment or state refund statements)
- 1099 W2G (Gambling winnings statements)
- 1099B (Proceeds from Broker and Barter Exchange Transactions)
- 1099S (Sale of home or real estate)
Deductible Expense Statements
- 1098 (Mortgage interest statement)
- 1098T (Tuition and fee payments for college and continuing education programs)
- 1098E (Student loan interest payments)
- Child care records including: Name, address, EIN, and amount paid to childcare provider
- Receipts and records of charitable contributions
- New to Oregon? Please bring your prior-year out-of-state tax return.
- In the U.S. under a student or working visa? - Please bring your passport and Visa.
Complex Individual Returns
If your tax return is more complex, you may find it helpful to review and complete one or more of the tax organizers we have created for our clients to use. They will help you identify specific income and deduction items that are pertinent to your situation so that you can bring this information to your interview. Below is a listing of special situations that may apply to you and the appropriate tax organizers that apply.
Organizer to complete
|Individual 1040 return||Individual 1040|
|You sold your home||Sale of Home|
|If you incurred significant work or job-related expenses, you should complete our||Employee Business Expense Organizer|
|If you purchased a new home or refinanced an existing mortgage, you should bring a copy of your HUD or settlement closing statement to your tax interview.||Home Buyer|
|You sold stocks, ESPP/RSU/ISO shares||Stock Sale|
|You lived or worked in a foreign country, or you have foreign income or foreign investments, including foreign pension accounts, bank accounts or brokerage accounts||Foreign Income or Assets|
|You had income or expenses from renting a house/condo or vacation rental||Rental Property|
|You have income reported on Form 1099-Miscellaneous, you are self employed or you had farm income.||Self-Employment (Schedule C or F)|
Business and Entity Return Information
For business returns we ask that you review and complete the appropriate tax organizer for your business type. If you don't understand, or are not able to fully complete the tax organizer, don't worry. Just put together as much of the information you can and we'll help you do the rest.
We provide bookkeeping services for businesses that need assistance compiling Business Profit & Loss and Balance Sheet records. If you would like us to prepare 1099-Miscellaneous forms for your business, we will also need you to provide us with completed Forms W-9 for each person you made payments too.
Business Tax Structure
Organizer to complete
|Sole Proprietor/Single-Owner LLC||Self-Employment (Schedule C or F)|
|Partnership/Multi-Owner LLC||Partnership/LL 1065|
|S Corporation||S Corporation - 1120 S|
|C Corporation||C Corporation 1120|
|Estate or Trust - Fiduciary Return||Fiduciary 1041|
|Non-Profit Organization||Tax Exempt 990|