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:

​​

• 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 

​​

If married filing jointly:

​​

• 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

​​

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​

• Driver license 

• Routing number and account number for direct deposit

​​​

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

• Driver license 

• Routing number and account number for direct deposit

 

If filing for business tax return:

​​

• Income or expense reports or bank statements for 12 months (January - December)

• Federal ID

• LLC or Incorporation documents it

​