​

• Proof of Identification (Photo ID). For you and your spouse

•  Social Security Cards for all taxpayers and dependents on tax return. 

• Last years Federal and State tax return and tax paperwork.

• A Social Security Benefit Statement (Form SSA-1099) or letter from the Social Security Administration to be used as a substitute Social Security card.

• Theft PIN if applicable.

• To minimize your wait time please print the Intake/interview Sheet 

•  Tax paperwork including items like below if applicable:

  • Wage and earnings statements (Form W-2, W-2G. 1099-R, 1099-Misc)

  • Documentation of cash income.

  • Charitable Contributions made by cash or check 

  • Interest and dividend statements (Form 1099-INT, 1099-DIV).

  • Health Insurance Market Place Statement (Form 1095-A).

  • Tuition Statement (Form 1098-T).

  • Expenses and car business mileage if you are self-employed.

  • Total paid to a daycare provider, including provider’s Tax Identification Number or Social Security Number

  • Amount of estimated taxes paid to Federal or State Government.

• Last years Federal and State tax return and tax paperwork.

• Proof of bank routing and account numbers (old or voided check)

• Letters from IRS (including Identity Theft PIN) if applicable.