DOCUMENTS REQUIRED TO PREPARE
YOUR INCOME TAX REPORT*

 

  • State ID or Passport or any Official ID document
  • Health Insurance (ex. Medical) form 1095
  • If Children you need a Letter from their school that certifies their enrollment on year of the tax
  • Social Security Numbers (Original if customer for 1st time) for every member of the family
  • or ITIN Number provided by IRS
  • Original or copy W2 forms
  • Original or copy 1099 Misc. Forms (if any)
  • Last Year Income Tax Report
  • If own a house 1098 Interest Statement from bank (if any)
  • Any letter from IRS
  • Name and SSN of Babysitter (if any)
  • Day Care or Education Expenses Documents (if any)
  • 1098 T forms from Students College or University (if any)

If you have a Small Business or Self Employed:

  • All of the above that applies
  • Book of Income and Expenses
  • Receipts and Invoices
  • Name and SSN of Employees
  • Your Federal Employer Number or EIN

*Depending on your tax return, other documents or additional information may be needed.

Forms that you may need to fill up before you visit us:

For Personal Income Taxes

If you are Self Employed or Small Business

For more additional forms please check
Form-Resources

Let’s make right, make an appointment or visit us today!
Call (323) 403-0511