What to bring with you

Here are a couple of things that will be necessary or helpful in preparing your tax return:

  • Bring all wage & earning statements
  • Photo identification & social security cards for everyone in the household
  • Interest statements,
  • Child-care information
  • All receipts paid in 2016 (medical, charitable, etc.)
  • A copy of last year’s tax return for new clients.
  • Two Proofs children live with you (school record, medical bill, etc.)
  • Proof of health insurance for all family members
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