Preparing for Your Interview | Pacific Northwest Tax

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What Should I Bring to My Tax Interview?

Begin by completing our Individual 1040 Organizer . Bring your completed Organizer and provide copies of all tax-related documents such as:

Income Statements

W-2 (Wage statements)
1099R (Pension, IRA and other retirement income statements)
1099 INT (Interest Income statements)
1099 DIV (Dividend income statements)
1099 G (Unemployment or state refund statements)
1099 W2G (Gambling winnings statements)
1099B (Proceeds from Broker and Barter Exchange Transactions)

Deductible Expense Statements

1098 (Mortgage interest statement)
1098T (Tuition and fee payments for college and continuing education programs)
1098E (Student loan interest payments)
1099S (Sale of home or real estate)

Other Information Relating to Deductible Expenses

Childcare provider information as detailed in our Individual 1040 Organizer
Charitable donation information as detailed in our Individual 1040 Organizer
If you made energy-efficient home improvements, purchased a high-efficiency appliance or purchase a new hybrid car, you should bring information and receipts about these items
If you purchased a new home during the year, read our Home-Buyer page for information on what to bring.

Other Important Items to Bring

Social Security Cards for taxpayer, spouse and all dependents
We may need to see your photo ID
A copy of your prior-year tax return

If you sold your home during the year, you should also read our Sale of Home Organizer page.

What our customers are saying:

"Pacific NW Tax Service has completed my Return for the last 8-9 years. Some years there are 4-5 forms and some years 10-12. PNWTAX usually finds errors in my investment advisor's year-end tax information. One year the IRS found an error in my return and PNWTAX responded promptly and paid the penalty. The problem was caused by an error in their tax software. I used PNWTAX on business tax questions when I was thinking of starting my own business. I trusted PNWTAX to complete my father’s Estate Return and advise me on estate tax issues. PNWTAX Service has a thorough and consistent Return and Review process. Every Return is audited by a senior member of the company; no exceptions. I only meet with April and Jess Gutierrez on an annual basis but I usually have a tax question or two during the year and they always respond. I refer friends and family members to Pacific Northwest Tax Service."

— Lee McAtee, Northeast Portland