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Documents Required to File Taxes

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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) 

  • 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​​

  • Driver license 

  • 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) 

  • 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​​

  • Driver license 

  • Routing number and account number for direct deposit

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If married filing separately:

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  • 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​

  • Driver license 

  • Routing number and account number for direct deposit

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If head of household:

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  • 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

  • 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)

  • Federal ID

  • 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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