- State Issue Identification Card or Driver License
- Your Social Security Card (SSN) or Taxpayer Identification Number (ITIN) and Social Security Cards or ITINs for spouse and dependent or dependents (if any)
- Birth Certificate(s) of Dependent or Dependents (if any)
Income Source Documents ( BRING THE FOLLOWING IF THEY APPLY TO YOU )
- W-2 – wages and salary
- W-2G – gambling winnings
- Form 1099-R – retirement income
- Form 1099-INT – interest
- Form 1099-DIV – dividends
- Form 1099-MISC – miscellaneous income, including self-employment.
- Form 1099-G – government payments
- Form 1099-SA – MSA or HSA distributions
- Form 1099-B – broker or barter exchanges
- Form SSA-1099 – Social Security benefits
- Form RRB-1099 – railroad retirement
- Schedule K-1 – partnership income or loss
Documents That Reflect Items You Might Have Paid During The Year (and/or) Deductions (IF THEY APPLY TO YOU )
- Form 1098 – mortgage interest
- Form 1098-E – student loan interest
- Form 1098-T – tuition
- Form 1095 – Health Coverage (there are different versions, and you may have more than one.)
K-12 Educator Expenses
State & Local Taxes
Retirement & Other Savings
Federally Declared Disaster
Mileage sheets ( ONLY WORK RELATED )
Where My Refund?
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Please allow 1 hour – 24 hours to call you to set up your appointment time.
IF YOU RECIVED Unemployment AND/OR Pandemic Unemployment Assistance (PUA) YOU WILL HAVE TO CALIM IT ON YOUR 2020 TAX RETURN. FAILURE TO DO SO WILL CAUSE A DELAY IN YOUR TAX PERPATION/ TAX RETURN AND POSSBILY RESULT IN YOU NOT GETTING ANY MONEY. THE IRS WILL ISSUE OUT A PUA-1099G AKA Unemployment AND/OR Pandemic Unemployment Assistance (PUA) TAX FORM.