Documents Required to File Taxes

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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

  • 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​​

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If married filing jointly:

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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

  • If Married with children: copies of social security for the kids as well as dates of births​​

​​

If married filing separately:

​​

  • Last years 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

  • 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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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)