WHAT TO BRING

DOWNLOAD, FILL OUT AND BRING THIS FORM WITH YOU

DOWNLOAD AND PRINT THIS FORM

Fill it out and bring it with you, for your visit. 

FOR YOUR OWN TAX RETURN

• All valid forms of identification for taxpayer, spouse and dependents

• All social security cards for taxpayer, spouse and dependents

• All birth certificates for taxpayer, spouse and dependents

• All applicable W2 forms

• All applicable Social Security statements

• All applicable 1099 forms

• All applicable documents for Earned Income Tax Credit purposes such as utility bills, lease agreements, etc.

• All applicable bank tax documents. Including the bank routing number to use for tax refunds

• All applicable mortgage interest statements

• All applicable property tax information for houses and other property owned

• All daycare information including name of provider, address, tax identification number or social security number if its an individual

• Stock sale documents

• Profit and Loss Statement (if you are a business owner)

• For all new clients, please bring a copy of last year’s tax return

FOR ALL OUT-OF-STATE CLIENTELE OR DROP OFFS

• All valid forms of identification for taxpayer, spouse and dependents if applicable

• All social security cards for taxpayer, spouse and dependents if applicable

• All tax documents listed above

• Phone availability: The person whose tax we will be working on needs to be reachable by phone during the appointment

• Fax availability: The person whose tax we will be working on needs to have access to a fax machine so that they can sign paperwork and fax it back to our office

• For all new clients, please bring a copy of last year’s tax return

FOR A CORPORATE TAX RETURN

• Bank statements

• Profit and Loss Statement

• Balance Sheet statement

• EIN Number

• An indication of corporation type: S Corp, Regular Corp, LLC, etc.

• For all new corporations, we will need a copy of last year’s corporate tax return