Check List to bring to your visit: 

• Employer (W2)
• Interest (1099-INT)
• Dividends (1099-DIV)
• Stock or Mutual Funds Sales (1099-B)
• 1099 Misc
• HSA (1099-SA/5498-SA)
• Self-Employment (1099-NEC)
• Social Security or Retirement
• Rental Property
• Royalties
• Unemployment Benefits
• Others
• 2023 or Previous Year Tax Returns