What is needed to file? 

(*) Required

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Name*

• Date of Birth*

• Social Security Card /ITIN/ATIN*

• Last Year’s Tax Return

• Valid Driver’s License/ State Issued ID*

Dependent Infromation:

• Birth certificate

• Social Security Card

• Childcare provider name/ EIN  or SSN/Address/ Amount Paid in for the Year. 

*INCOME AND TAX INFORMATION:

• W-2’s

• 1099-G

• 1099-K

• Self-Employment Income and Expenses

• Sale of a Personal Residence

• Rental Income and Expenses

• Gambling or Lottery Winnings (W-2G for some winnings)

• Pension Income (1099-R)

• Estimated Taxes Paid

• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

• IRA or 401(k) Distribution (1099-R)

• Miscellaneous Income (1099-MISC)

In order to maximize your refund or minimize your tax liability please bring supporting documentation for the following:

DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses

• Real Estate or Personal Property Taxes

• Mortgage Interest

• Charitable Contributions (cash and non-cash)

• Employee Business Expenses

• Gambling Losses

• Traditional IRA Contributions

• Higher Education Expenses

• Educator Expenses

• Student Loan Interest