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What documents should I bring?

Below is a list of the required documentation that is needed when having your taxes prepared.

What to bring

    • Required: Photo IDs of Taxpayer and Spouse
    • Required: Social Security cards of yourself, your spouse, and any dependents
    • W-2, 1099-MISC, 1099-INT, Social Security Statements and all other forms that you, your spouse, or your dependents received for 2011
    • Real Estate Tax Receipts if you paid real estate taxes
    • Schedule of Business Expenses if you received 1099-MISC and would like to deduct some expenses
    • Daycare center name, address, & tax ID if you had child care expenses
    • Tuition Statement 1098T if you paid tuition and other education-related expense documents
    • Bank account number & routing number for direct deposit
    • All other forms related to tax
    • Tax booklets of current year received in the mail
    • a copy of previous year’s return if possible for the preparer's reference
    • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.