What To Bring…

We know your time is valuable, so here a list of exactly what we recommend you bring to your tax prep session.

  • W-2(S)

  • WAGE EARNING STATEMENT(S)

  • SELF-EMPLOYMENT BUSINESS INCOME AND EXPENSES/100-NEC*/1099-K*

  • PROOF OF IDENTIFICATION (PHOTO ID)

  • SOCIAL SECURITY CARD FOR YOU, *YOUR SPOUSE AND DEPENDENTS

  • LAST YEAR'S FEDERAL AND STATE TAX RETURNS* If new client

  • FORMS 1095-B/1095-C/HEALTH COVERAGE STATEMENTS

    OR FORMS/ 1095-A (HEALTH INSURANCE MARKETPLACE STATEMENT)*

  • BANK ACCOUNT INFORMATION SUCH AS ROUTING AND ACCOUNT NUMBER FOR DIRECT DEPOSIT OF ANY REFUND THAT MAY BE OWED

  • INTEREST AND DIVIDEND STATEMENTS FROM BANKS FORMS/1099-INT/1099-DIV*

  • DOCUMENTS RELATED EDUCATION TUITION, EXPENSES AND INTEREST FORMS/1098-T/1098-E*

  • TOTAL PAID FOR DAYCARE PROVIDER AND THE DAYCARE PROVIDER’S TAX IDENTIFYING NUMBER SUCH AS THEIR SOCIAL SECURITY NUMBER AND THE DAYCARE PROVIDERS TAX IDENTIFYING NUMBER*

  • PROOF OF RESIDENCY FOR EACH DEPENDENTS (I.E. SCHOOL, RECORD, HEALTH RECORD, COURT DOCUMENTS, LANDLORD LEASE, CHILD CARE STATEMENT OR SOCIAL SERVICE RECORDS.)*

  • PROOF OF HEAD OF HOUSEHOLD STATUS (I.E. UTILITY BILL, BANK STATEMENTS, PROPERTY TAX BILL.)*

  • DEPENDENT INFORMATION, SUCH AS SOCIAL SECURITY NUMBERS AND BIRTH CERTIFICATES*

  • COPIES OF INCOME TRANSCRIPTS FROM IRS AND STATE*

  • IRS IPIN*

*If Applicable