For personal returns, bring your W-2s, 1099s, receipts for deductible expenses, mortgage interest statements, and last year’s tax return. If you’re itemizing deductions, gather charitable contribution receipts, medical expense records, and state/local tax payments. Business owners need additional documentation including profit and loss statements, business expense receipts, depreciation schedules, and payroll records. For Pennsylvania specifically, you’ll need documentation of any state tax payments or credits claimed. We provide a complete checklist during your consultation so you don’t miss anything important.