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.