Hello Everyone
Let's Setup the House Rules & Discuss the Items I Will Need To Prepare Your Personal Taxes
Returning Clients Only
You DO NOT have to Upload your Social Security Cards
We Already Have Them on File from Last Year. If Expired You Will Be Notified
1. Copy of Non-Expired Photo ID- Ask About ID Assistance if your ID is Expired or Lost
2. Social Security Card- Ask About Social Security/Birth Certificate Assistance if Lost
3. Copies of W2, 1099
4. 1099 G- Unemployment Income
5. SSA- Social Security Income
6. 1095A-Health Insurance- If you purchased insurance through the marketplace healthcare.gov
7. 1098T- Tuition Paid
8. 1099E- Student Loan Interest Form
10. Contribution Statement (Cash Donations more than $250) 11.Childcare Expense Statement 12.Proof of Dependents (birth certificates, birth facts, benefit statements, school records,SNAP letter etc)