• Birth certificates

• Social security cards

• Proof of residency (school records, State issued ID, etc.)

More documents may be required based on your tax situation.

Make your appointment quick and easy by bringing in all the necessary documents and information. 

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For each person on your tax return we need:

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1. Name

2. Date of Birth (birth certificate for minors)

3.  Social Security Card

4. Last Year's Tax Return (if prepared elsewhere)

5. Valid ID

• W-2s

• Interest (1099-INT)

• Dividend Income (1099-DIV)

• Stock Sales (1099-B or Broker Statement)

• Self-Employment Income (Profit and Loss statement)

• Sale of a Personal Residence (1099-S, closing documents)

• Rental Income and expenses

• Gambling or Lottery Winnings (W-2G)

• State Income Tax Refund (1099-G)

• Pension Income (1099-R)

• Social Security or Railroad Retirement

• IRA or 401(k) Distribution

• Unemployment Compensation (1099-G)

• Medical Expenses

• Real Estate Taxes or Personal Property Taxes (DMV tags)

• Mortgage Interest

• Donations

• Gambling Losses

• College or University Expenses

• Electric Vehicle (sales contract needed)

• Solar Panels (sales contract needed)

• In-home office square footage

• Milage