Bring all your tax documents from the past three years, including W-2s, 1099s, receipts for deductions, and any correspondence you’ve received from the IRS or Pennsylvania Department of Revenue. If you’re a business owner, bring your profit and loss statements, bank statements, and payroll records. Don’t worry if your records aren’t perfectly organized – we’ve seen it all. If you’re missing documents, we can help you get copies from the IRS or other sources. The important thing is to bring whatever you have so we can get a complete picture of your situation. If you have specific concerns about tax debt, liens, or other problems, bring any notices or collection letters you’ve received. These help us understand exactly what the tax authorities are looking for and how urgent your situation is.