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For new clients, we ask that you provide the following documents at your
- Last year's tax return, the last 3 years if possible
- W-2 Forms
- 1099 Forms
- Check register
- Social Security numbers for everyone on your return, including all
- Interest and dividend slips
- Interest paid on loans
- Business expenses
- Records of contributions
- Medical slips from doctors and physicians, if it totals 7.5% of your
- Expenses for any classes
- Any correspondence to or from the Internal Revenue Service