· If
it’s your first year with your preparer, bring a copy of last year’s
tax return and copies of social security cards
· Dates
of birth for taxpayer, spouse and children
· Labels,
envelopes and forms from taxing authorities
· W-2
forms, 1099’s and any other statements of income
· Pension/retirement
income
· Social
Security or Unemployment Compensation
· Child
car expenses, educational or work related expenses
· Self-employed
income & expenses
· College
tuition payments (room & board not deductible)