Appointment
What do I need to bring to my tax appointment
| Document type | Description | |
|---|---|---|
| Form Client Data Sheet | If you plan to take advantage of tax deductions and tax credits, you’ll want to have the documents that ensure you qualify. This could include documentation or receipts related to child care, medical expenses and job search costs, depending on the credit or deduction you’re claiming. If you’re claiming a mileage tax deduction, for example, you’ll want to have a log including dates, destinations and reasons for travel. | |
| Copies of all SSN (Social Security Cards) including all family members and all children | Copies of social security cards for everyone who is to be listed on the tax return |  |
| Copies of all family members IDs | Government issued picture ID (such as a driver license) for the taxpayer and spouse | |
| Form 1095-A – If you had Obama Care Card | If you purchased health insurance through a state for federal marketplace vendor, you may receive form 1095-A to substantiate your health coverage. | |
| School papers verifying children residence in USA for more than 6 months | This document typically is addressed to the student and is now mandatory in order to claim education credits on your tax return. Be sure to check with your child to obtain this document if you are claiming that child as a dependent. Many schools also have this document available online when you log in to their website. | |
| Verification of income Form W2 or Form 1099 or pay stubs from work | Original copies of all forms W-2 (and form 1099-MISC or 1099-NEC if you have self-employment income). Please schedule your tax appointment for after you have received these documents. Typically these documents will arrive by the first week of February each year. We cannot file your return using the last paystub of the year until you have exhausted all reasonable means of obtaining the W-2 form. | |
| If you are self-employed – Net Profit From Business Worksheet | Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC. Records of all expenses — check registers or credit card statements, and receipts. Business-use asset information (cost, date placed in service, etc.) for depreciation. Office in home information, if applicable. Record of estimated tax payments made (Form 1040–ES) | |
| If you had expenses for Property Taxes, Medical, Work, Mortgage Interest – Itemized Deductions Worksheet | Forms 1098 or other mortgage interest statements. Real estate and personal property tax records. All other 1098 series forms. Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals. |
