What You Need
By bringing the following documents to your appointment (if they apply to you), we can get your tax preparation done as fast as possible!
No Dependents
-
Valid Identification*
-
Social Security Card*
-
W-2's, 1099-NEC, etc.*
-
Any other correspondence required to be reported (medical forms, retirements, taxes)*
-
Letter 6475 (stimulus amount letter)*
With Dependents
-
Valid Identification*
-
Social Security Card*
-
W-2's, 1099-NEC, etc.*
-
Any other correspondence required to be reported (medical forms, retirements, taxes)*
-
Letter 6475 (stimulus amount letter)*
-
Letter 6419 (advanced child tax credit letter)*
-
Birth Certificates for all dependents
-
Social Security Cards for all dependents
Businesses/
Partnerships
-
Valid Identification*
-
Social Security Card*
-
W-2's, 1099-NEC, etc.*
-
Any other correspondence required to be reported (medical forms, retirements, taxes)*
-
Letter 6475 (stimulus amount letter)*
-
Letter 6419 (advanced child tax credit letter)*
-
Birth Certificates for all dependents
-
Social Security Cards for all dependents
-
Profit and Loss Statement
-
Schedule K-1
-
Articles of Formation
*Needed for both you and your spouse if filing jointly
IMPORTANT
COVID-19 INFORMATION!
Due to the recent surge of COVID-19, our office is OPEN, but we ask that if you are sick, please come in once you get better, or call us to learn more about our remote filing options!
Help us stop the spread!
The Tax Company
(956) 467-1967