Lux Tax & Multiservice LLC
Documents to Bring
Everyone must bring the following documents to their appointments.
A Primary Photo ID
State Issued ID or License
& Proof of an IRS Tax Identification Number
Social Security Card
Child dependents are not required to bring a photo ID. Some documents may be used in lieu of the ones mentioned.
Please call for additional information.
During the pandemic many Americans filed for unemployment for the first time. You should be receiving the following form electronically by the end of January.
Please bring this form to your appointment.
If you are self employed here is a document list you may need to bring for optimal service and the lowest tax liability.
Logs of payments received
Business Credit Card Statements
Car Mileage Information
Clients who purchased health insurance through the marketplace, and pay a monthly premium, you will receive the following form usually in the mail.
This does not apply to you if you:
Receive free healthcare
Receive health coverage through your employer
Pay for health coverage through your employer