251 Main Street, Mathews, VA 23109

Please bring the following documents: * W-2 forms from each employer * All 1099 forms (1099-INT, 1099-DIV, 1099-misc., etc.) showing interest and/or dividends as well as documentation showing the original purchase price of your sold assets o If you have sold any stocks, bonds, or mutual funds we need date of sale, sale price, date of purchase, and price paid. * If you were paid Social Security benefits, bring your SSA-1099 * If you received a pension or annuity, bring your 1099R * All forms indicating federal income tax paid * If applicable, unemployment compensation statements * Child care provider information (name, employer ID/ SSN) * If itemizing deductions, bring all receipts or canceled checks for items such as medical expenses, taxes paid, mortgage interest paid, and charitable contributions * Social Security cards for everyone on the return. * Picture ID for the Taxpayer and Spouse(if present). * Copy of previous year tax return is helpful if available

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Mathews, VA