These are the items you should bring to your appointment:


  1. 2016 - 2018 Tax Returns (or the most current year available)
  2. All escrow papers regarding the purchase, sale or refinance of a home
  3. All W-2’s
  4. All 1099’s (if applicable)
  5. Mortgage Interest Statements
  6. All info regarding the sale of stock or cash out of 401k
  7. Rental Property Info, Expenses, Income
  8. All info on any small business, partnership or corporation
  9. All important tax documents
  10. Car registration fee amounts
  11. Write down any questions you may have and bring them in