Please bring the following to your appointment:
- Photo identification (state ID, driver’s license, or passport) for YOU and your SPOUSE
- Social Security cards or Individual Taxpayer Identification Numbers (ITIN) for YOU, your SPOUSE, your DEPENDENTS, and everyone included on your tax return
- Birth dates for all on the tax return
- For married filing separate must have spouses name, date of birth, and Social Security number (Paper file only)
- For married filing jointly, both spouses must be present at time of signing
- All forms W-2, 1099, 1098, 1095A-Marketplace Health Insurance, EIP Notice 1444-C, Social Security verification statement, and any other 2021 tax documents
- Record of cash payments received and business related cash expenses paid (if applicable)
- Record of business related mileage (if applicable)
- Bank account and routing information if choosing direct deposit of refund (e.g. voided check)
- Total paid to day care provider and their name and tax ID number
- Property tax receipt
- Letter 6419, Advance Child Tax Credit
- Copy of prior year’s tax return (if possible!)