Individual tax returns:

Please bring the following items:

(1) Government Issued Identification (Tax Payers)

(2) Social Security Cards (every family member)

(3) W-2 forms

(4)Any related tax documents

          - Bank statements

          - mortgage information

          - medical expenses


Business Tax returns:

In addition to your personal tax information bring the following:

(1) Financial Statements

(2) Receipts

(3) Expense Reports