What You Will Need

• A copy of your previous annual tax return (if not in our possession)
• New clients will need to provide poof of identification including:
  1. Photo ID for Taxpayer
  2. Social Security Cards for all listed on the return
  3. Birthdays for all listed on the return
  4. Copy of the last two years tax returns
• Any of the following, if applicable.
  • Original W-2 Form(s).
  • K-1 Schedule(s) showing income or loss from partnerships, S corporations or estates or trusts.
  • Copies of other compensation or pension documentation, such as Form 1099-misc or Form 1099-R.
    • 1099 Form(s) or statements reporting dividend and interest income.
    • 1098 Form(s) reporting interest paid, copies of real estate tax bills and other information relating to real property holdings.
    • Brokerage statements showing transactions for stocks, bonds, etc.
    • Copies of closing statements regarding the sale or purchase of real property.
• All other information notices you received, or any items you have questions about

Get a head start on your filing, select the appropriate link below:

 New Client
 Existing Client

• – To request your organizer as a PDF: provide e-mail address, full name, and year of birth.

Proof of residency will be required to claim BOTH the Earned Income Credit and the Child Tax Credit for your dependents.

 Earned Income Tax Credit, Child Tax Credit, and Head of Household Documentation