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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
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Valid Identification*
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Social Security Card*
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W-2's, 1099-NEC, etc.*
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Any other correspondence required to be reported (medical forms, retirements, taxes)*
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With Dependents
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Valid Identification*
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Social Security Card*
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W-2's, 1099-NEC, etc.*
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Any other correspondence required to be reported (medical forms, retirements, taxes)*
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Birth Certificates for all dependents
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Social Security Cards for all dependents
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Proof of Address for the Dependents being claimed
Businesses/
Partnerships
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Valid Identification for all Owners/Members*
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Social Security Card for all Owners/Members *
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Articles of Formation
- Company Employer Identification Number (EIN)
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Profit and Loss Statement
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Schedule K-1
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List of Any Assets Purchased
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Any other correspondence required to be reported for the Business.