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Please come Prepared! You're going to need a few things...
Please be sure to have the following gathered for your tax preparation appointment:
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A photo ID for yourself and/or spouse
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Social Security Cards for all family members
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All of your W-2 forms, 1099 forms, etc.
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Copy of prior-year tax return (if you're new to us)
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Bank account and routing number for Direct Deposit
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Tuition fees & expenses (Form 1098-T)
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Total paid to daycare provider and their address, phone, and EIN numbers
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ITIN numbers (If applicable)
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If you’re Married Filing Jointly, you’ll both need to be present to sign your tax documents.
More questions? Try these links, or visit www.irs.gov for help:
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