Bring these and we can usually finish in one visit.

• Form W-2 from every employer

• Forms 1099 for contract work, interest, retirement (1099-R) or unemployment

• Social Security card or ITIN for you and each dependent, with birth dates

• Driver’s license or photo ID

• Last year’s return

• Education expenses and Form 1098-T

• Mortgage interest (Form 1098) and property tax

• Medical and dental expenses

• Childcare costs and the provider’s tax ID

• Donations and receipts

• Income and expenses if you are self-employed, including rental property

• Records of any home or property bought or sold

Not sure about something? Bring it anyway. We would rather look at a paper you did not need than miss one you did.