In efforts to ensure we are able to maximize your visit with us, please be certain to bring with you:
- A Copy of your Prior Year Return
- All Income Items (ie. W-2, Form 1099s, etc.)
- All Expense/Deduction Items (ie. Form 1098s, Charitable Receipts)
- All Credit Items (ie. Child Care Receipts, Tuition Receipts – Form 1098-T)
If you need more information, please feel free to contact us at 301-486-1500.