What to Bring
For a quick and easy tax filing, bring the following documents for you, your spouse, and anyone you are claiming as a dependent.
New This Year!
Child Tax Credit Proof
Who needs it? Anyone who received the advance Child Tax Credit payments will need IRS notice 6419. Look for the letter in January stating the amount received in 2021. Not having this can seriously delay your refund. View notice 6419 sample
Stimulus Payment Proof
Who needs it? Anyone who received a Stimulus Payment in March 2021. Look for the notice 1444 from IRS in January stating the amount received in 2021. Not having this can seriously delay your refund. In early 2022, IRS will send Letter 6475 (view sample) to the address on file confirming the total amount of the third Economic Impact Payment and any plus-up payments you received for tax year 2021. Keep these letters with your tax year 2021 records. Learn more at IRS.gov
2019 Return for EITC
Who needs it? Anyone who wants to use their 2019 earned income to calculate EITC rather than 2021 income. In order for us to accurately do this, they will need to bring their 2019 return. Who doesn’t need it? Anyone wishing to use their 2019 return who prepared their taxes with us in 2019. Simply return to the same tax site.
Everyone Needs . . .
Current driver’s license, state ID, passport, Green Card, or Employment Authorization card AND birth dates for all household members
Social Security card (or other Social Security document with full SSN on it)
W-2 and 1099 forms for income, pensions or Social Security, or unemployment received last year; plus your previous year’s tax return (if available)
Year end statement for childcare expenses AND Social Security Number or Employer Identification Number of the provider
1098-T form for any college/ trade school expenses paid
1095-A statement (if applicable) AND Total all expenses plus bills/receipts for medicine and doctor’s visits as backup
Amendments and Prior Year Filings up to 4 Years
We Cannot Prepare…
- Schedule C with loss, depreciation or business use of home
- Form SS-5 (request for Social Security Number)
- Form 8606 (non-deductible IRA)
- Form 8814 (child taxed at parent’s tax rate)
- Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
- Parts 4 & 5 of Form 8962 (Premium Tax Credits)