Book Your Tax Appointment Now
Please bring all original documents:
W-2, 1099-NEC, 1095-A, 1098, 1098-T, 1099-INT, Etc.
Recuerde traer todos los documentos originales para sus taxes.
8672 SW 40 ST # 209
Miami, FL 33155
(305)330-9940
Book with Google Calendar
Secure scheduling via Google Calendar. You’ll receive an instant confirmation email.
Personal Tax Preparation – What to Bring
Identification
- Government ID (you & spouse)
- Social Security cards / ITIN letters (you, spouse, dependents)
- Bank account & routing number (for refund direct deposit)
- Last year’s tax return (recommended)
Income Forms
- W-2 (wages)
- 1099-NEC (contractor / gig income)
- 1099-MISC (other income)
- 1099-K (payment apps / platforms)
- 1099-INT (interest) & 1099-DIV (dividends)
- 1099-B (brokerage / crypto sales), year-end gain/loss report
- 1099-G (unemployment, state refunds)
- K-1 (partnerships, S-Corps, estates/trusts)
- Cash/other income records not reported on a form
Deductions & Credits
- 1098 (mortgage interest) & property tax statements
- Charitable donations (receipts/acknowledgments)
- Medical/dental expenses (if significant)
- Childcare provider info & amounts paid
- Retirement contributions (5498) & distributions (1099-R)
- HSA: 5498-SA (contribs) & 1099-SA (dists)
Health, Education & Family
- 1095-A (Marketplace health insurance)
- 1095-B/1095-C (if provided)
- 1098-T (tuition), student account statement & scholarship/grant info
- 529/ESA statements (contributions/distributions)
- Alimony paid/received details (if applicable)
Home, Vehicles & Other
- Closing disclosure / HUD-1 for home purchase/sale/refi
- Rental income & expenses (ledgers, receipts, mileage)
- EV/energy credits: purchase agreements, certifications
- Business/ride-share mileage logs & expenses (if self-employed)
📌 Please bring original documents.
W-2, 1099-NEC, 1095-A, 1098, 1098-T, 1099-INT, etc.
Recuerde traer todos los documentos originales para sus taxes.