Appointments

For non-English speaking clients, please have a bilingual person make the appointment and attend the appointment to interpret.

What to Bring to Your Appointment

• Photo ID, Social Security Cards and birthdates, or ITIN Letter for everyone named on return
• Copies of 2016 federal and state tax returns
• All documents regarding income received in 2017: W-2 forms, social security income, pension, unemployment, retirement income, other work forms showing earnings
• If you are self-employed and eligible, bring receipts for expenses and statements of income.
• Interest and dividend statements from banks and investments (Forms 1099)
• Home sold in 2017: All records of home sales, including closing statements for original purchase and sale of your home
• Stock sales in 2017: All records of stock sales and the date and price of original purchase
• Dollar totals by category for medical expenses (doctor, dentist, hospital, prescriptions, parking and miles driven to doctor/dentist) and charitable donations and volunteer mileage.
• Amounts paid for day care or afterschool care and provider’s identifying tax number
• Education Credits: 1098T statement along with receipts for books. Bring statement from your college about expenses.
• Receipts for mortgage interest, personal property tax, real estate tax, vehicle tax
• Form(s) 1095 Affordable Health Care Insurance Statement from the Marketplace and if you have dependent(s), bring all their income information. View the Affordable Care Act website or Healthcare.gov Taxes page
• Both spouses must be present to sign joint returns.
• Bank routing and account numbers such as on a check for direct deposit of eligible refund.
• Phone number where you can be reached day and night; Email address if available
• Any and all information you receive from the IRS