Required Documents

Please see below the list of tax documents we require to file your tax return. Bring only the documents that apply to your situation.

Income:
W-2’s, 1099’s (NEC, MISC, K, INT, DIV, B), K-1’s, Social Security statement, Pension & retirement withdrawals (1099-R), Unemployment (1099-G), State refunds, Stock sales, Crypto transactions, Business income, Rental income, Marketplace insurance form (1095-A), Tip income.
Credit:
Student loan interest (1098-E), Education credits (1098-T required), Daycare/dependent care expenses (provider letter + proof of payment required), Retirement contributions, HSA forms, Energy efficiency improvements, Electric vehicle purchase documents.
Expenses:
Mortgage interest & property taxes, Charitable contributions, Business expenses, Mileage logs, Home office expenses, Rental expenses, Self-employed health insurance.
Business & Rental (If Applicable):
Business income & expense records, Equipment purchases, Vehicle documents, Rental income & expense summary, Property closing statements.
Additional Documents:
Bank account information, Government ID, Social Security numbers for all taxpayers & dependents, Prior year tax return (if new client), IRS/State letters, Estimated tax payments.
Dependents:
For children under 17 — school/daycare/doctor letter, proof of daycare payments, Social Security card, and birth certificate may be required.

If this is your first time filing taxes with us, please bring last year’s tax return along with the applicable documents listed above.

Appointment Policy:
A separate appointment is required for each individual tax return. If more than one return needs to be filed and only one appointment is scheduled, you may be asked to reschedule.

Meeting Options:
We offer in-person appointments and Zoom meetings for clients who are unable to come to the office.
We also accept document submissions by e-mail and drop-off.

Important Notes:
Please cancel your appointment at least 24 hours in advance if you are unable to attend.
Make sure to enter a valid e-mail address and phone number when scheduling. A confirmation e-mail will be sent; if you do not receive one, please verify the information entered.

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