BRING THE FOLLOWING ITEMS:
- Photo ID
- Original Social Security Cards for self, spouse and all dependents (REQUIRED)
- Birth Dates for dependents
- Wage and earning statements (W-2, 1099R, etc.)
- Bank check for Direct Deposit information
- Bank interest statements
- Last year’s tax returns, if available
- All other tax documents
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We DO NOT PREPARE returns for the following:
- Business returns (with expenses over $5,000)
- Stock transactions
- Rental Property
- Moving Expenses
- Purchase or Sale of Home
- Office in Home
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