WHAT SHOULD I PREPARE?

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Income Tax, Tax, Tax Filing Pro, Tax Preparer, Tax Refund

WHAT SHOULD I PREPARE?

• For married filing joint, both spouses must be present.
• All forms w-2 and 1099s.
• We will need information for other types of income.
• Information needed for all deductions/credits.
• Please bring a copy of last year’s tax return.
• Proof if account for direct deposit of refund(e.g. voided check)
• Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse and/or dependents.
• You will also need to bring proof of identification for yourself and/or your spouse.
• Total paid to day care provider and their tax ID number.
• Birth dates for you, spouse and/ or dependents on the return.