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PERSONAL

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Standard

Itemized

WHAT TO BRING FOR
PERSONAL TAX SUPPORT

Below is a list of common forms and information needed for tax preparation. Please review the list and bring the items that apply to you. 

WHAT'S NEEDED TO FILE:

  • Valid Drivers License or State ID

  • W-2 For the Tax Year

  • Social Security Cards for All Tax Payers

  • Social Security Cards for All Dependents

  • Dependents Full Name

  • Dependents Social Security Numbers

  • Dependents Birthdates

  • Dependents Relationship to the TaxPayer

  • 1099 – Income from Employment

  • 1098 - For College Students 

  • Banking Information - Routing and Account #

WHAT'S NEEDED TO FILE (Self-Employed)

Schedule C

  • Receipts - Proof of Expenses

  • Bank Statements

  • Credit Card Statements

  • Establishment of Business

  • Previous Tax Return

  • Expense Worksheet

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