Before your appointment
What to bring to your appointment.
To help us prepare your return efficiently, here is everything you might need. Not every item applies to you. Bring only what fits your situation. Not sure what you need? Call us at (201) 896-8024, ext. 5 and we will walk you through it.
This is the full list we send returning clients. Most people only need a handful of these. Gather what applies to you and bring last year’s return so we can compare.
General tax documents
- W-2: wages from each employer
- 1099-INT: bank and savings interest
- 1099-DIV, 1099-B, or Consolidated 1099: dividends, stock trades, and brokerage statements
- 1099-R: pension and IRA distributions
- SSA-1099: Social Security benefitsUsually for clients 62 and older.
- 1099-G: unemployment compensationLog into your unemployment account to download this form.
- 1098 and property tax statements: mortgage interest and property taxes
- 1095-A: Health Insurance Marketplace statementOnly if you bought coverage through the marketplace, not through an employer.
- 1098-T and/or 1098-E: tuition and student loan interest
- W-2G: gambling winningsOnly issued above a certain threshold.
- An itemized list of charitable donations and medical expensesReceipts are not required.
- Energy-efficient home improvement costs
- A copy of last year's tax return
If you are self-employed or own a business
- Profit and loss: total income vs. expenses for the year
- An itemized list of expensesNo receipts required.
- A copy of last year's tax return
If you own rental property
- 1098 and property tax statements: mortgage interest and property taxes
- Total rent collected for the year
- An itemized list of expensesNo receipts required.
- Last year's tax returnImportant for depreciation information.
Dependent information (if applicable)
- Date of birth and Social Security number for each dependent
The day of your appointment
Parking
Kip Avenue Parking Garage
55 Kip Avenue, Rutherford, NJ 07070Public metered parking, a short walk from the office.
55 Kip Avenue, Rutherford, NJ 07070Public metered parking, a short walk from the office.
Payment
Cash, check, or debit cardCredit cards are accepted with a 3% processing fee. Payment is due when your return is completed.
Reschedule
Need a different time?Call (201) 896-8024, ext. 5 and our front desk will help.
Ready to get your taxes done?
Book your appointment online in under a minute, or call and talk to a real person.