Documents Needed for Tax Preparation


This Is All You Need:

-Social Security Card: For Taxpayer(s) and Dependents

-Photo ID: For Taxpayer(s) Driver's License, State ID, Passport, Green Card)

-All Income Documents: (Copy of Last Year’s Tax Return,  Employer W2,  Self-Employment 1099,  Social Security/Retirement,  Dividends (1099-Div), Stock or Mutual Fund sale (1099-B),  Rental Property*,  Unemployment) 

-Health Insurance Verification: For Taxpayer(s) and Dependents

-Expense Documents:  (1098-Mortgage Interest Statement, Child/Adult Care, Charitable Contribution Statements..,etc.)

-Call For A Free Phone Consultation: Upload Documents From Your Computer, Cell Phone, or Tablet and Get Taxes Prepared Right Away!

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It's Tax Time!

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