CLIENT CENTER
Prepare for Your Tax Appointment
Use this checklist to gather information and documents that may be relevant to your return.
What to Bring
- Valid photo identification
- Social Security or ITIN information for individuals included on the return
- W-2s, 1099s and other income documents
- Dependent and childcare information, when applicable
- Education-related tax forms and eligible expense information, when applicable
- Relevant health-insurance tax forms, when applicable
- Business income and expense records for self-employed or business clients
- Other tax documents received for the filing year
- New clients may find it helpful to bring a copy of the prior year's tax return