NEEDED DOCUMENTS
TO
START YOUR TAX RETURN

New Client Mandatory Items for your Personal Tax Return 

         BE PREPARED PLEASE, HAVE YOUR HARD COPY TAX DOCUMENTS READY or ASK FOR HELP AT THE FRONT DESK WITH PRINTING DOCS
  1. Your Previous year tax return
  2. Your Income Statements, W2s, 1099's, brokerage statements if applicable, etc.
  3. Your Social Security Card, Your Dependents Social Security Card(s), MANDATORY!
  4. Social Security Recipients need their 1099 SSA. Obtain it at WWW.ssa.gov
  5. Market Place Health Insurance recipients must have their Form 1095A
  6. A Government issued picture ID to prove that the Social Security information is yours, such as a Drivers License, Passport, or State Issued Identification Card.
Complete Listing

Rental Property Tax Returns will need to provide the above along with

  1. Rental property income​
  2. Rental property expenses

Business Returns will also need to provide 

  1. Income receipts and expenses itemized. (We can audit your receipts for a fee.)
  2. EIN or SS4, if applicable
  • ​The above list is not all inclusive in all cases. Please call with any questions, Thank you​​