A.  Please Bring the Following Items to Your Appointment 
If you do not bring everything we will NOT be able to do your taxes

• Valid photo ID for all tax filers (student ID, driver’s license, government ID)
• Social Security cards for all listed on the return (including children)
• Correct birth dates for all listed on the return
• Copies of ALL W-2, 1098, 1099 forms and the amounts of other income received
• If you have Affordable Care Act coverage, bring form 1095A.
• Amount of rent paid or property tax paid in 2015 for the state rebate program. If renting, bring name and phone number of landlord.
• Bank routing number and account numbers for direct deposit (bring check and/or savings account info)
• Last year’s tax forms, both state and federal, are helpful but not required.
• For married couples filing jointly, both must be present to sign the return.

The following items if applicable:

• W-2G, Certain Gambling Winnings
• All forms 1099, including interest, dividends, pensions, unemployment, state tax refunds, miscellaneous income, SSA-1099, etc.
• Child and dependent care expense documentation, including amount paid, care provider’s name, address, and TIN or SSN,
• A list of deductible expenses (property tax, mortgage interest, charitable)