Getting Prepared for your Visit!
Print and fill out the Customer Data Sheet.
Gather the following documents:
Copy of your Valid and Legal Photo ID. This can be any of the following:
State Issued Drivers License
Copy of Social Security cards for the Tax Payer, Spouse (if applicable), and all Dependents on the Return
Copy of your Health Insurance Card
W2 for all employers
All 1099 Forms
Home Mortgage Interest
Real Estate Taxes
Medical, Business, Education Expenses
Charitable Contributions (Cash and Non-Cash)
Tax preparation fees from the previous year
Any Letter you have received from the IRS
Any other documents you feel need to be addressed