What to Bring for your Income Tax Preparation: 

• Proof of Identification ( Photo ID ). 

• Social Security cards for you, your spouse, and your dependents. 

• Birth dates for you, your spouse, and dependents to be claimed on the tax return. 

• Wage and Earning Statements ( Form W-2, W-2G, 1099-R,1099- Misc ) from all employers. 

• Interest, Dividends & Stocks statements from banks ( Forms 1099 )

•  All Forms 1095, Health Insurance Statements. 

• Bank account routing and account numbers for direct deposit.

• Forms 1095-A, B or C, Affordable Health Care Statements.

• A copy of last year’s federal and state returns to review. ( New Client )