Serving Our Community

 Here’s what you’ll need to file your tax return:

•  Photo ID for each adult on tax return 
• Social Security cards for you, your spouse, AND dependents 
• If anyone does not have a Social Security Number, you can bring the Individual Taxpayer Identification Number (ITIN) assignment letter
•  An official letter from the IRS (SSA-1099 form) can be accepted in place of a Social Security card 
• Birth dates for everyone on the tax return • W-2s from all jobs 
• All 1099s, 1098s, and any other tax forms from other jobs, colleges, or other organizations 
• Calculation of income and expenses from self-employment or cash income, if applicable
•  Your household’s health coverage information
• Health Coverage Statements: Forms 1095-A, B or C 
• Childcare provider information, if applicable
•  You will need the total amount paid to the daycare provider and the daycare provider’s tax identifying number (their Social Security number or business Employer Identification Number)
•  Last year’s tax return, if you have it
•  Savings AND checking account numbers, as well as routing number for direct deposit of refund 

Our IRS Certified Tax Preparers

•  Review  Intake sheet and ask follow-up questions
• Accurately Process your taxes
• Review your taxes with you
• Capture your In person or E-signature   
• Efile or Paper File your taxes
• Facilitate Free Direct Deposit or  Withdrawal
• Provide you with a copy of your taxes