What to Bring Checklist
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Proof of Identification (Photo ID). For you and your spouse
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Social Security Cards for all taxpayers and dependents on tax return.
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Last years Federal and State tax return and tax paperwork.
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A Social Security Benefit Statement (Form SSA-1099) or letter from the Social Security Administration to be used as a substitute Social Security card.
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Theft PIN if applicable.
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To minimize your wait time please print the Intake/interview Sheet
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Tax paperwork including items like below if applicable:
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Wage and earnings statements (Form W-2, W-2G. 1099-R, 1099-Misc)
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Documentation of cash income.
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Charitable Contributions made by cash or check
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Interest and dividend statements (Form 1099-INT, 1099-DIV).
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Health Insurance Market Place Statement (Form 1095-A).
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Tuition Statement (Form 1098-T).
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Expenses and car business mileage if you are self-employed.
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Total paid to a daycare provider, including provider’s Tax Identification Number or Social Security Number
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Amount of estimated taxes paid to Federal or State Government.
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Last years Federal and State tax return and tax paperwork.
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Proof of bank routing and account numbers (old or voided check)
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Letters from IRS (including Identity Theft PIN) if applicable.