What To Bring To Your Tax Appointment   To have the most effective tax appointment, please bring the following:  - Completed Tax Organizer  - W-2 forms for Wages, Salaries, Tips, etc.  - All 1099 forms for interest, dividends, miscellaneous income, etc.  - Brokerage Statements showing investment transactions for stocks, bonds, etc.  - Profit and Loss Statements from businesses or rental properties owned.  - Schedule K-1 from Partnerships, S Corporations, estates and trusts.  - Statements supporting mortgage interest and taxes paid.  - Any tax notices sent to you by the IRS or other taxing authority.  - Name, Birthdate, and SSN for new dependents/new children.  - A list of all your questions to get the most out of your tax appointment!  - A copy of your income tax return from last year, if not prepared by Allied Tax Planners.   THANK YOU!