What to Bring
Having proper documentation in hand will allow our preparers to assist you more quickly. Items such as a picture ID and social security cards for you, your spouse and children are mandatory as are forms from your employers such as a W-2 form or if you are self employed any 1099 forms you receive.
If you own a home, the amount of interest you paid on your home loan as well as the amount of property tax paid are deductible so please bring documents showing those amounts.
If you are paying for child care, you can deduct that expense. Bring documentation showing what you spent in the past year on child care.
These are the most common items needed but there may be other deductions that you may be eligible to include on your tax return. We will help you determine and file for all eligible deductions. If you have any questions about what to bring please call one of our friendly customer service representatives toll free at 1.866.667.2410.