In order to prepare your tax return, we will need the following items:

•  Intake Form

• Proof of Identification with photo: drivers license, state issued identification card or military ID for taxpayer and spouse, if filing a joint return

• Social Security Card or Individual Tax Identification Number (ITIN): Cards are needed for the taxpayer, your spouse if filing a joint return, and any eligible dependents you are claiming on your tax return

• All income documents you receive: This includes Form W-2s, 1099MISC’s, 1099R’s, 1099INT’s or any other income documentation you receive

• All tax documents associated with any deductions or credits that you are electing to claim on your tax return. These include items such as property tax statements, medical expenses, mortgage interest statements, day care provider statements, student loan interest statements, tuition payment statements, and/or IRS issued statements.

• NOTE: Due to time constraints, we are not able to sort or total receipts 

• If you are married filing jointly and are electing to file your returns electronically, both the taxpayer and spouse must be available to sign the tax return. 

• If a copy of last year’s tax return is available, please bring this also to aid in preparing the current year's return.

• Account information for direct deposit of refund (Routing & Account Number)

• Total paid to day care provider and their tax ID number

• Birth dates for you, spouse and or dependents on the return

• Proof of foreign status if applying for ITIN

• Forms 1095-A, B or C (Affordable Health Care Statements)