What You Need to Bring

Want to cut the process time in half? Get a head start by completing the Intake Review Sheet.

The following items are REQUIRED in order to process your tax return:


  • Original Social Security Cards or ITIN information for you and anyone else on your tax return. Copies not accepted.
  • Government issued photo ID (Drivers License, Passport, etc.)
  • All W-2’s & 1099Rs and other income forms for the current year.
  • A voided check or bank letter with your routing number and account number for direct deposit.
  • Health insurance coverage information for everyone claimed on the return (Form 1095A if purchased at the Market Place).
  • Married Filing Jointly returns must have both parties present for signature.
  • If you paid Child Care Expenses you must have the providers name, Tax ID number and amount paid during the tax year.
  • College Students – 1098-T and statement from school with expense payment and breakdown.
  • Copy of last year’s tax return, if available.

If itemizing a return, please bring:


  • 1098 Mortgage Interest Statement.
  • Proof of charitable contributions.
  • Documentation of Vehicle and Property Taxes paid.