In addition to proof of your identity, and the identities of your family members, documents you should bring to a tax preparer include:

• Social Security documents
• Income statements such as W-2s and MISC-1099s
• Tax forms that report other types of income, such as Schedule K-1 for trusts, partnership and S corporations
• Tax deduction records
• Expense receipts

Tax Deduction Documents

Tax deductions can reduce your taxable income and, ultimately, your tax bill. Here are some forms you'll need to document your major deductions:

• Form 1098, your Mortgage Interest Statement, which comes from the company that services your mortgage loan
• Form 1098-C for the donation of an automobile, boat or aircraft worth more than $500 to a tax-exempt organization
• Form 1098-E for interest you paid on a student loan during the preceding year
• Form 1098-T, the Tuition Statement, documenting how much you paid in tuition for post-secondary education
• Form 1040ES copies, for a record of estimated tax payments made
• 5. Receipts for expenses
• If you'd like to deduct expenses from your personal or business income taxes, share your receipts for those expenses with your tax preparer. Tax-deductible personal expenses include:
• Medical bills,
• Charitable contributions,
• IRA contributions, and
• Certain education expenses.

If you're self-employed, many business expenses are also tax deductible. To document both personal and business expenses, make sure you have all your receipts, invoices, medical bills, and mileage logs.

It's also a good idea to have a copy of your latest tax return on hand. Your tax return will serve not only as a roadmap to your typical income and deductions, but also point out any major changes that may have occurred in the last year and any possible discrepancies between your returns.