Documents Required to File Taxes

Please bring all printed (hard copies) documents. Due to security reasons, we do not accept any external devices
If single:
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Bring in last years tax return (if you are a new client)
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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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Driver license
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Routing number and account number for direct deposit
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If married filing jointly:
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Last year’s tax return (if you are a new client)
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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
-
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​​
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Driver license
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Routing number and account number for direct deposit
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If married filing separately:
​​
-
Last years tax return (if you are a new client)
-
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
-
Spouse's social number​
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Driver license
-
Routing number and account number for direct deposit
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If head of household:
​​
-
Last year’s tax return (if you are a new client)
-
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
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Driver license
-
Routing number and account number for direct deposit
If filing for business tax return:
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Income or expense reports or bank statements for 12 months (January - December)
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Federal ID
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LLC or Incorporation documents it
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Relevant Forms
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1099-NEC (Unemployed Compensation)
1095-A (Health Insurance Market Place)
1099-R
1099-SSA
1099-G
1099-INT
1098 (Mortgage Interest Statement)
1098-T (Tuition Statement)
1099-MISC
Form W-2G (Certain Gambling Winning)
Lyft and Uber summary pages
Robinhood Transaction Report (stock)
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