Come Prepared!

For a quick and easy tax filing, bring the following documents for you, your spouse, and anyone you are claiming as a dependent.

FREE tax prep for anyone earning less than $65,000 per year!

  • Current driver’s license, state ID, passport, Green Card, or Employment Authorization card AND birth dates for all household members

  • Social Security card (or other Social Security document with full SSN on it)

  • W-2 and 1099 forms for income, pensions or Social Security, or unemployment received last year; plus your previous year’s tax return (if available)

  • Year end statement for childcare expenses AND Social Security Number or Employer Identification Number of the provider

  • 1098-T form for any college/ trade school expenses paid

  • 1095-A statement (if applicable) AND Total all expenses plus bills/receipts for medicine and doctor’s visits as backup

  • Property tax

Amendments and Prior Year Filings up to 4 Years

We Cannot Prepare…

  • Schedule C with loss, depreciation or business use of home

  • Form SS-5 (request for Social Security Number)

  • Form 8606 (non-deductible IRA)

  • Form 8814 (child taxed at parent’s tax rate)

  • Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)

  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)