What to bring

You do not need a perfect folder. You need the year.

For a return

Last year’s return if you have it, all 1099s and W-2s, closing statements on anything you sold, mileage or home-office notes, and a list of questions.

For a notice

The letter, every page, and a recent bank statement if a levy is mentioned. We represent you before the IRS — you do not have to call the number on the notice alone.

For books or payroll

Bank login or statements, a current employee list, and the software you already use.

If something is missing we will say so. Do not delay the appointment waiting on a form that can follow.