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.
• IRS Notice 6419 – Advanced Child Tax Credit – If Apply
• IRS Notice 1444 – Notice of Stimulus Payments Issued
• New Clients – Please bring in prior year tax return.