• Social Security Cards for you, your spouse, and dependents on the tax return (MUST absolutely have)
• Photo ID for you and your spouse, if Married Filing Joint (MUST absolutely have)
• Birth dates for you, your spouse and dependents on the tax return
• Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
• Interest and dividend statements from banks (Forms 1099), if any
• Tuition statement (Form 1098-T), if any
• A copy of last year’s Federal and State returns, if available
• Bank Routing Numbers and Account Numbers for Direct Deposit
• Total paid for day care provider and the day care provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)
• To file taxes electronically on a married filing joint tax return, both spousesmust bepresent to sign the required forms.
• We only provide tax services for U.S. Citizens and resident aliens for tax purposes. International students may use the following link to determine their status: https://www.irs.gov/individuals/international-taxpayers/determining-alien-tax-status

Tax returns requiring schedules C or F will not be prepared, however returns requiring schedule C-EZ will be prepared.

All services subject to approval.

Site Coordinator: James Clifton