Everyone must bring the following documents to their appointments.

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A Primary Photo ID

• State Issued ID or License

     Or

• Official Passport

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& Proof of an IRS Tax Identification Number

• Social Security Card

     Or​

• ITIN Letter

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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. 

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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.

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Form 1099-G

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Please bring this form to your appointment.

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If you are self employed here is a document list you may need to bring for optimal service and the lowest tax liability.

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Income Documents

• Income Statement

• 1099 Forms

  • 1099-NEC

  • 1099-K

  • 1099-Misc

  • etc.

• Logs of payments received

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Expense Documents

• Receipts

  • For Supplies​

  • For Tools

  • etc.

• 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.

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Form 1095-A

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Please bring this form to your appointment.

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This does not apply to you if you:

• Receive Medicare

• Receive free healthcare

• Receive health coverage through your employer

• Pay for health coverage through your employer