Especially if you’re meeting your accountant in person, to maximize your time with them bring your identification information (this includes your dependents’ and partner’s social security numbers to ensure you can claim or list them accordingly).
Bring a copy of your most recent tax return and—if you’re meeting your accountant for the first time – it’s beneficial to bring the several of the most recent tax returns.
Bring your wage and income statements (specifically the most recent pay stubs).
Finally, bring any real estate documents and proof of expenses.