What you need to bring to your tax appointment:​​

1. Proof of identification (photo ID) for you and your spouse and social security cards for any dependents

2. Birth dates for you, your spouse and dependents on the tax return

3. Voided check if you'd like direct deposit or debit

4. A copy of the last two years federal and state returns and all source documents if you are a new client

5. Wage and earning statements from all sources

- W-2
- 1099
- K-1

6. Forms 1095-A, B and C, health coverage statements

7. Total paid for daycare provider and the daycare provider's address and tax identifying number such as their Social Security number or business Employer Identification Number

8. Any other current year tax forms
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Winter 2018 / 2019

Individual Tax Tips Newsletter
Winter 2018 / 2019

Business Tax Tips Newsletter