Welcome to Brookside!

Welcome to Brookside Tax & Financial Group! We're so glad you've chosen us to handle your taxes this year. For your first appointment, we ask that you meet with us in-person. Use the lists below to ensure you provide the necessary paperwork when attending your first tax appointment.

Please bring the following items:

• Your driver's license
• A copy of last years tax return
• A copy of a voided check, if requesting direct deposit, or if requested direct debit
• Birthdates and social security numbers of children, if claiming them
  
• Tax documents as requested below

Did you know that we do more than taxes? Check out our additional services below:

Please include the following documents, as applicable:

• Forms W2, W2G
• Forms 1099-INT, 1099-DIV, 1099-OID,1099-G (unemployment), 1099-MISC, 1099-R
• SSA-1099 for Social Security Income
• Form 5498 (IRA contributions)
• Form 1098 or other mortgage interest statements (if itemizing)
• Form 1098-T (From educational institutions)
• Schedules K-1
• Year-end Brokerage Statements
• Documentation of Rental Income/Expenses
• Documentation of Paid Medical Expenses (if itemizing)
• Documentation of Paid Child Care Expenses
• Documentation of Self-Employment Income/Expenses