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What to bring
For married filing jointly, both spouses must be present
Original photo identification such as driver’s license, school, employer, military, or state id for you and your spouse (if married)
Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and dependents
Birth dates for you, spouse, and dependents
A copy of last year’s tax return
All Forms W-2 and 1099
Forms 1095-A, B or C (ACA Statements)
Information for other income
Information for all deductions (including charitable contributions)/credits
Total paid to daycare provider and their tax ID number
For direct deposit of refund, proof of account and bank’s routing number
For prior year returns, copies of income transcripts from IRS
What we can prepare
Wages, salaries, etc. (Form W-2)
Interest Income (Form 1099-INT)
Dividends Received (Form 1099-DIV)
State Tax Refunds (Form 1099-G)
Unemployment Benefits (Form 1099-G)
IRA Distributions (Form 1099-R)
Pension Income (Forms 1099-R, RRB-1099-R, CSA-1099)
Social Security Benefits (Form SSA-1099, RRB-1099)
Simple Capital Gain/Loss (Form 1099-B) limited
Sale of Home (Form 1099-S) limited
Prior Year and Amended Returns
Self-Employed Income (Form 1099-MISC, Form 1099-NEC and
Form 1099-K) limitedGambling Winnings (Form W-2G)
Cancellation of Debt (Form 1099-C) limited
Health Savings Accounts (Form 1099-SA) limited
Itemized Deductions limited
Education Credits (Form 1098-T)
Child Tax Credit
Earned Income Credit
Health Insurance Statements (Forms 1095-A, B or C)
What we cannot prepare
Schedule C with net loss, depreciation or business use of home
Complex Schedule D, Capital Gains and Losses
Form SS-5 (request for Social Security Number)
Form 8606 (non-deductible IRA)
Form 8615, 8814 (child taxed at parent’s tax rate)
Married Filing Separately filing status
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)
Returns with casualty/disaster losses
Please see a professional preparer for assistance with complicated returns.
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