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Welcome

 To help us serve you efficiently and ensure accurate filing, please gather and submit the following documents: 

Required Documents for Filing Your Return

Personal Identification

 

  • Social Security cards or ITIN for yourself, spouse, and dependents
  • Valid government-issued photo ID

Income Documentation

  • W-2 forms from all employers
  • 1099 forms for other income, including freelance, contract, or miscellaneous income
  • Investment income forms (1099-INT, 1099-DIV, 1099-B, etc.)
  • Any other income-related documents (e.g., rental income, retirement income)iption about this item

Deductions and Credits

  •  Receipts for medical expenses, charitable contributions, and education expenses
  • Mortgage interest statements (Form 1098)
  • Childcare expense statements with provider details and tax ID

Other Relevant Documents

  • Last year's tax return
  • Banking information for direct deposit of your refund

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