What to Bring

FOR YOUR OWN TAX RETURN

• All valid forms of identification for taxpayer, spouse and dependents
• All social security cards for taxpayer, spouse and dependents
• All birth certificates for taxpayer, spouse and dependents
• All applicable W2 forms
• All applicable Social Security statements
• All applicable 1099 forms
• All applicable documents for Earned Income Tax Credit purposes such as utility bills, lease agreements, etc.
• All applicable bank tax documents. Including the bank routing number to use for tax refunds
• All applicable mortgage interest statements
• All applicable property tax information for houses and other property owned
• All daycare information including name of provider, address, tax identification number or social security number if its an individual
• Stock sale documents
• Profit and Loss Statement (if you are a business owner)
• For all new clients, please bring a copy of last year’s tax return

FOR SOMEONE ELSE’S TAX RETURN or “DROP OFFS”

• All valid forms of identification for taxpayer, spouse and dependents if applicable
• All social security cards for taxpayer, spouse and dependents if applicable
• All tax documents listed above
• Phone availability: The person whose tax we will be working on needs to be reachable by phone during the appointment
• Fax availability: The person whose tax we will be working on needs to have access to a fax machine so that they can sign paperwork and fax it back to our office
• For all new clients, please bring a copy of last year’s tax return

FOR A CORPORATE TAX RETURN

• Bank statements
• Profit and Loss Statement
• Balance Sheet statement
• EIN Number
• Indication of corporation type: S Corp, Regular Corp, LLC, etc.
• For all new corporations, we will need a copy of last year’s corporate tax return