Tax Preparation

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Please bring the following documents with you.

(If any of these documents do not sound familiar, it may be because you don’t need them.)

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse, and dependents.
  • If you do not have a Social Security number, an Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents 
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse, and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers Interest and dividend statements from banks (Forms 1099)
  • Health Insurance Exemption Certificate, if received A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business
  • Employer Identification Number Forms 1095-A, B and C, Health Coverage Statements
  • Copies of income transcripts from IRS and state, if applicable
  • Please bring last year’s tax preparation documents. Our computer system will not have saved the information from the previous year, so it is very important that you bring last year's preparation documents to your meeting.

If you have any further questions please email

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