Prepare For Your Appointment

**Items to send over for your virtual appointment** You can either fax (678) 495-2321 or email (mica@prillerman-associates) all your documents **

Wage Statements - W-2s

SSN Cards

Pension, Retirement Income - 1099_Rs

Dependent’s Social Security

Numbers & Dates of Birth

Interest and Dividend Income

Driver’s License(s)

Self-Employed Business Income & Expenses

Rental Income and Expenses

Mortgage Interest Statement/s

Settlement Statement (Real Estate)

Real Estate Property Tax Info

Alimony Paid or Received with

ex-spouse SSN

Child Care Expenses & Provider

Information

Interest and Dividend Income

Education Expenses

Commissions

Medical Dental Expenses

Sales of Stocks or Bonds

Non Cash and Cash Charitable

Donations

Lottery Gambling Winnings

Foreign Taxes Paid