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Portal
Pay
Appointments
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New Client
Upload
Portal
Pay
Appointments
Email
New Client
Document Checklist
Please gather the following documents before your appointment.
👤 Personal & Dependent Info
Tax ID/SSN for you and your spouse
Dependents' Dates of Birth & SSNs
Childcare Records (Provider ID & Total Paid)
Form 8332 (Separated Parents Custody)
💼 Income Sources
W-2 Forms (Employment)
1099-G (Unemployment/State Refund)
1099s & K-1s (Self-Employment/Contract)
1099-R & 1099-SSA (Retirement/Social Security)
1099-INT/DIV/B (Investments/Crypto)
🏠 Deductions & Credits
Form 1098 (Mortgage Interest)
Property Tax Records
Charitable Donation Records (Cash & Non-Cash)
Medical Expenses (Insurance & Out-of-pocket)
1098-T & 1098-E (Tuition & Student Loan Interest)
🏦 Taxes & Savings
Estimated Tax Payments (1040-ES)
HSA/IRA Contributions (Form 5498)
NY State 529 Plan Statements
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