Track your refund
Documents to Gather
Below is a list of the most common documents we need to prepare your taxes.
- Copy of previous year’s tax return (If we prepared your return last year, then we will already have a copy)
- Records of wages, compensation or tips (These are your Forms W2s and 1099s from Jan. to Dec. of the tax year)
- Record of business income and expenses for self-employed (This is likely to be your business P&L, Balance Sheet and Cash Flow statement)
- Record of interest and/or dividends (This is likely to be a Form 1099 from a US financial institution or your year-end interest statement from your local bank)
- Record of any mortgage interest (If you own a property in another country and you have a mortgage on that property, you should receive a statement saying how much interest you pay annually; this is the statement we need)
- Record of distribution from Pensions, Annuities, Profit Sharing, IRA or other retirement accounts (If you have withdrawn any money from any of these accounts, your employer or broker should have sent you a statement)
- Record of any Social Security benefits (Any social security benefits that have been paid to you)
- Record of any additional income (This could be rental income if you rent out a property, interest from bonds or savings accounts if they have not sent you a tax statement, etc)
