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Tax Documents Needed

Before we meet there are a few things you’ll need to gather so we can complete your taxes. 

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What tax documents do I need to provide?

  • W-2 From Your Job
  • Any Forms Labeled 1099-INT, 1099-DIV
  • Any Forms Labeled 1099-MISC (if you’re a contractor)
  • Form 1098-E for Student Loan Interest Paid
  • Letters for Charity Gifts
  • Car Tag Receipts
  • List of Income and Expenses for Rental Properties or Business
  • Any Tax Forms That Start With the Numbers 1095, 1098, 1099 or Anything You Received That is Labeled “Tax Document”

What other documents should I bring?

  • Copies of Your Prior Tax Returns (2020, 2021 and 2022)
  • Copy of Your Driver’s License
  • Date of Birth
  • Current Address
  • Full Name, Date of Birth and Social Security Number for All Dependents
  • Any IRS or State Letters Received for Prior Tax Years
  • Bank Account Information for Direct Deposit –
    • Bank Name,
    • Account Type (Checking, Savings, etc.)
    • Account Number, and
    • Routing Number                                                      

Our Clients Are Like Family

At Anchor Atlanta we take a personal approach to develop a personal relationship with you. This allows us to understand your life so we can best serve your needs to identify the opportunities to minimize your tax burden.