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Your business papers such as partnership agreements, joint venture agreements. Your income documents: W-2's, 1099 Misc income stmts, unemployment income, K-1's from S corporations or partnerships, royalty income, rental income, bank interest received, IRA distributions, and all other income. Social security numbers or IRS numbers for all your dependents or spouse. Expenses: Personal expenses such as medical insurance and expenses. State taxes paid. Home mortgage interest paid. Contributions to charities. Employee expenses. Union dues. Investment expenses. Business expenses: Expenses totaled by category. Office supplies, cost of goods sold, advertising, mileage, equipment used the business, rent, wages paid,etc. If you have separate business, (eg rentals, bike shop, coffee shop) list income and expenses independently for each business. Most tax Accountants will provide new clients with a "Packet" that asks pertinent questions and also lists what items you should bring.

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Q: What information should you take to a meeting with a tax accountant?
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