What to bring...


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FOR A SMOOTH & EFFICIENT APPOINTMENT:

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NEW CLIENTS:

  • Photo ID
  • All SSN Cards
  • Previous IRS & State returns (2yrs)

NEW & RETURNING CLIENTS:

  • Dependent's School Report Card showing home address (Fed. Req.)
  • BUSINESS OWNERS: Profit & Loss Statements
  • New dependent's SSN Card
  • Wage & Earning Statements: W-2, W-2G, 1099-R, etc.
  • Interest & Dividend Statements from banks (Forms 1099)
  • Bank Routing # & Account # for Direct Deposit
  • Proof of Med. Insur. (Form 1095-A/B) for each member
  • Day Care total paid
  • Day Care provider info (including Business ID #)
  • Any other income & expenses