What to Bring to Your Tax Appointment

Tax Services

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Office

88 C Atlantic Avenue
Lynbrook, NY 11563
(516) 887-1605

KP Stein · A Family Tax Practice

Lynbrook, New York

Use this checklist to organize your records before contacting or visiting the office. Bring the items that apply to your situation, and ask us about anything you are unsure how to obtain. This is a starting point rather than a complete list for every return — having a document does not by itself establish eligibility for a deduction or credit.

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Prior return and identifying information

Photo ID for each taxpayer; Social Security or ITIN numbers for everyone on the returnLast year's federal and state returns (new clients)Bank routing and account number for direct deposit or paymentAny IRS or New York State letters received this yearIdentity Protection PIN, if the IRS issued you one

Income records

W-2s from every employer1099-INT, 1099-DIV, 1099-B and brokerage year-end statements1099-R for pensions, IRA distributions and annuities; SSA-1099 for Social Security1099-NEC, 1099-K, and 1099-MISC for freelance, platform, or contract income1099-G for unemployment or a state refund; K-1s from partnerships, S-corps, or trustsClosing statements for any property bought or sold this year

Potential deductions and credits

1098 mortgage interest; property tax bills; 1098-T tuition; 1098-E student loan interestCharitable gift receipts, cash and non-cashChildcare provider name, address, tax ID and amount paidMedical and dental expenses, if substantial; Form 1095-A if you had Marketplace coverageIRA, HSA and 529 contributions made for the year; estimated tax payments made

Self-employment, rental and property

Income and expense summary by category, or bookkeeping exportBusiness mileage log; home-office square footage and total home sizeEquipment or vehicles purchased this year, with dates and costRental income, expenses, and days of personal use for each propertyHealth insurance premiums and retirement plan contributions paid as an owner

Changes and questions

Marriage, divorce, a birth or adoption, a death in the familyA move — especially across state lines — with datesA new job, a retirement, a business started or closedAn inheritance, a large gift given or received, or a home sale

Prefer not to carry paper?

Use the client portal when directed by the office.

Keep tax documents, Social Security numbers, and account details out of the general contact form. If you need help accessing the portal, call (516) 887-1605.

Open the Client Center

Documents in hand? Let's book it.

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