What to Bring To Your Appointment:

• Proof of identification (photo ID)
• Social Security cards for you, your spouse and dependents 
• An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  
• Birth dates for you, your spouse and dependents on the tax return
• Wage and earning statements (Form W-2, W-2G, 1099-R) 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

What For We Will  Not Prepare

• Schedule C 
• Schedule D (capital gains and losses) 
• Form SS-5 (request for Social Security Number) 
• Form 8606 (non-deductible IRA) 
• Form 8814 (child taxed at parent’s tax rate) 
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding) 
• Parts 4 & 5 of Form 8962 (Allocation of Policy Amounts, Alternative Calculation for Year of Marriage) 
• Form W-7 (application for Individual Taxpayer Identification Number (ITIN) )
• Returns with casualty/disaster losses
• Capital Gain/Loss (Form 1099-B) 
• Sale of Home (Form 1099-S) 
• Prior Year and Amended Returns
• Self-Employed Income (Form 1099-MISC, Form 1099-NEC)
• Cancellation of Debt (Form 1099-C) 
• Health Savings Accounts (Form 1099-SA) 
• Itemized Deductions