Documents Required to File Taxes
We only accept a PDF copy of tax documents via email or fax
Please write the date and time of your appointment on the subject
If single:
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Bring in last years tax return
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W-2 or 1099 Form
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Health Insurance Marketplace Form 1095-A
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Mortgage Interest and Property tax form
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Interest income statement for end of the tax year
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If student tuition form
If married filing jointly:
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Last year’s tax return
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W-2 or 1099 Form
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Health Insurance Marketplace Form 1095-A
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Mortgage interest and property tax form
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Interest income statement for end of the tax year
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If student tuition form
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If Married with children: copies of social security for the kids as well as dates of births
If married filing separately:
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Last years tax return
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W-2 or 1099 Form
-
Health Insurance Marketplace Form 1095-A
-
Mortgage interest and property tax form
-
Interest income statement for end of the tax year
-
If student tuition form
-
If Married with children: copies of social security for the kids as well as dates of births
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Spouse's social number
If head of household:
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Last year’s tax return
-
W-2 or 1099 Form
-
Health Insurance Marketplace Form 1095-A
-
Mortgage interest and property tax form
-
Interest income statement for end of the tax year
-
If student tuition form
-
Copies of everyone's social security cards with dates of births
Relevant Forms
1099-NEC (Unemployed Compensation)
1095-A (Health Insurance Market Place)
1099-SSA
1099-G
1099-INT
1098 (Mortgage Interest Statement)
1098-T (Tuition Statement)
1099-MISC
Form W-2G (Certain Gambling Winning)