- We’re excited to help you with your taxes!
Get your Pre-Appointment Packet
- Visit one of our sites to pick one up or
- Get one electronically on our Intake Form and Pre-Appointment Packet page.
Fill out the following forms in advance and bring them with you:
Please bring the following:
- A government-issued photo ID (such as a driver’s license or passport) for you and for your spouse if you’re filing a Married Filing Jointly return
- A Social Security card or other government document showing the full Social Security Number or ITIN for everyone listed on your tax return
- {Should we note here that both spouses should be present at the appointment if at all possible?}
- Your current year tax documents, including
- W-2 forms (wages, gambling winnings)
- 1099 forms (Social Security benefits, pensions, IRAs, dividends, interest, unemployment benefits)
- Brokerage statements
- Real estate tax and mortgage interest statements (if itemizing or not sure)
- Scholarship, tuition, and student loan statements
- Health Savings Account and medical insurance forms
- Self-employment income and expense records
- 1095-A Health Insurance Marketplace Statement (if applicable)
- A checkbook or bank account and routing numbers if you’d like to direct deposit your refund or make an IRS payment from your bank account
- Last year’s tax return (suggested)
Very Important
Please remember to bring:
- Your government-issued photo ID (and your spouse’s ID if filing jointly)
- A Social Security card, ITIN card, or SSA-1099 for everyone listed on your return
We can’t complete your return without these documents.
When Should I Arrive?
Please plan to arrive before your scheduled appointment. If you need help completing the Intake/Interview & Quality Review Sheet or one of our worksheets, feel free to arrive a little earlier so we can assist you.
We look forward to seeing you!