New Clients

WHAT DOCUMENTS TO BRING IN TO PREPARE YOUR TAXES

• GOVERNMENT ISSUED IDENTIFICATION
• SOCIAL SECURITY CARDS
• PROOF OF ADDRESS-DEPENDENT INFO
• IRS ISSUED PTIN (IF REQUIRED)
• NEW CLIENTS BRING COPY OF LAST YEAR TAX RETURN
• ALL W-2S & LAST PAY STUBS
• 1099-G UNEMPLOYMENT
• 1099-R RETIREMENT
• 1099-NEC INCOME
• 1099-MISC. MISCELLANEOUS INCOME
• 1099-K FOR INCOME CREDIT CARD
• 1098-T COLLEGE TUITIONS
• 1095-A HEALTH CARE STATEMENT
• 1099-INT INTEREST
• 1099-DIV DIVIDEND
• SOCIAL SECURITY STATEMENT