When you get your taxes done, you should bring in your W-2 and/or any 1099’s. You should also bring in any mortgage statements, or if you rent bring in the amount you pay in rent, the Landlord’s name or Business name and if you pay utilities and how much. If you have any dependents you should bring in their names, date of birth and Social Security Number. If you receive Social Security, or any retirement information. In other words all income and all expenses from all sources. We will help you determine what is needed. Please have any receipts sorted and totaled.