Tax Appointment Check List

Things you must bring to your appointment:

  • Valid ID or Passport
  • Socials for Taxpayers and Dependents being claimed on tax return
  • Birth certificates
  • Proof of Health Insurance Taxpayers and Dependents.
  • Proof of School Verification
  • W2’s and 1099’s
  • Mortgage Interest Statement – if apply
  • Property Tax Statement – if apply
  • Interest Income 1099-Int – if apply
  • College Expenses 1098-T
  • Charity’s – Statement from Church or other qualified charitable organizations.
  • New Clients – Please bring in prior year tax return.