Things to bring to your appointment

~ Current ID

​~ Birth Certificate for all dependents

~ Social Security Cards for everyone on the return

~ Proof  of Medical Insurance for everyone on the return

~ All W2's, 1099s, and any other Tax forms

~ IRS Letter 6419 to reconcile ACTC (advanced child tax credit) received

~ Prior Year Return or Adjusted Gross Income ( 1st Time Clients Only)

For Direct Deposit have your routing and account numbers available
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For Business Clients have all of the above as well as:

~ Business EIN (if you have one)

~ Business Card or proof of Business
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​~ All Income and Expenses itemized