Tax Preparation Needs
Here is the following stuff we will need for you to bring to your appointment, whether through in-person or telecommunication appointment:
Proof of Relationship
The following documents prove relationships:
Birth certificates
Hospital records showing relationship
Court Orders
Proof of Residency
The following documents prove residency:
Form 1095 - Health Insurance Offer & Coverage.
School Records and statements.
Letters addressed and with the dependents name notated.
Lease agreement showing child's name.
Placement agency or Social Services Records.
Tax Forms & Identification
The Following are necessary for tax preparation:
ALL W2's
State Drivers or Identification Card
Social Security Cards for self and dependents
1099s for self employment, interest and dividend
1098-T for those who are in school
1098 for those who own a house
1099-B for stock trading
SSA-1099 - Social Security Income
Direct Deposit info (optional)
FORMS TO PREPARE YOU
Click the LINKs to download forms
PRICING & DISCOUNTS
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