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 for identity verification

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

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

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

5. Wage and earning statements from all sources including, but not limited to:

- W-2
- 1099
- K-1

6. Forms 1095-A, B or 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. If claiming a credit for college tuition, bring both your 1098-T AND a bursar's statement or other information verifying payment to the institution

8. Any other current year tax forms
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Individual Tax Tips Newsletter

Winter 2018 / 2019


Business Tax Tips Newsletter

Winter 2018 / 2019