Preparation for the Tax Interview

Please bring or send the following documents:

1. 1. Most recent tax return, federal and state
2. 2. Form W-2's Wage statements
3. 3. Form 1099's interest and Dividend Income
4. 4. Form 1098 Mortgage Interest and Real Estate Tax statement
5. 5. Summary of all medical expenses
6. 6. Summary of all charitable contributions
7. 7. Summary of all work related expenses
8. 8. Cost basis of any investments you sold during the year
9. 9. A list of questions and issues you want addressed (optional)
10. 10. Anything else which might be relevant

Any document or information which is not available at the time of the meeting or telephone conference can be mailed or faxed later.

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