Individual Income Tax

To help us serve you most efficiently, please review the items listed below and bring all pertinent information and documentation.

*FOR YOUR PROTECTION*

NEW IRS REGULATIONS HAVE MADE IT MANDITORY WE VERIFY ALL IDENTIFICATION AND BANKING INFORMATION IN AN EFFORT TO CONTROL IDENTITY THEFT

NO TAX PREPARATION SERVICES WILL BE PROVIDED UNTIL ALL REQUIRED DOCUMENTS ARE SUBMITTED TO OUR OFFICE

ANNUAL REQUIRED DOCUMENTS

*All Clients Must Provide A Valid ID - In Person

*If You Would Like Direct Deposit Of Your Refund - Provide Your

 Routing Number & Account Number on a Banking Document or Voided Check

---

We Sincerely Appreciate Your Cooperation

---

---

Full names, Social Security Numbers & Dates of Birth

W-2 Forms & Other Income Statements

Copy of Last Year's Tax Return (New Clients)

Child Care Expense

Child Care Provider Name, Address & Social Security Number or Federal Id Number

Student Loan Interest

College Tuition - Must Provide Proof Of All Expenses

Itemized Deductions

Medical Expenses

Mortgage Interest & Points Paid (Closing Papers If New Home or Refinance)

Mortgage Insurance Premiums

Property Tax

Excise Tax

Cash and Non-Cash Donations (Must Have Receipt)