W-2's
Self-Employment Income (And any expenses relating to this income)
Pension or IRA Distributions
Social Security Statements
Interest or Dividend Income
Gambling Winnings
Rental Income
Prize Income
Prior Year State Tax Refund(s)
Mutual Fund Distributions
Stock Sales
Any Other Income Earned
Partnership K-1
Corporation K-1
Medical Expenses
Real Estate Taxes
Mortgage Interest Paid
Charitable Donations
Work Related Expenses (ex. Union Dues, Uniforms, etc.)
Investment Expense

You will also need to supply Date of Birth and Social Security cards for self (and spouse, if applicable) as well as copies of Social Security cards and Date of Birth for any dependents claimed. Please Call ((848)350-3033) for an appointment or to discuss additional questions you may have.