You will need to provide W-2’s, 1099’s, K-1’s, a list of deductible expenses (such as charitable contributions, medical expenses, IRA contributions), and other documentation regarding income gains or losses. If you are a new client, you will need to bring your driver’s license or another photo ID, Social Security Numbers for yourself and all dependents, and a copy of the previous year’s tax return. The accountant will ask you questions to determine if additional documentation is needed.