TAX PREPARATION REQUIREMENTS:

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To facilitate accurate and efficient preparation of your return, please have the following documents on hand:

Personal Identification:

Government-issued photo ID (driver's license or passport).

Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for yourself and your dependents.

Proof of Income:

W-2 forms from all employers.

1099 forms (self-employment, interest income, dividends, unemployment, etc.).

Additional income statements (tips, rental income, investment earnings, etc.).

Documentation for deductions and credits:

Education expense receipts (1098-T), mortgage interest (1098), and other deductible expenses.

Receipts for charitable donations, major medical expenses, or child care.

Retirement contribution documents (IRA, 401(k)).

Financial and banking information:

Bank account details (for direct deposit).

Information about investments, property, and assets (for complex portfolios or foreign investments).

Documents for special credits:

Receipts for renewable energy improvements or qualifying home improvements.

Records of credits related to children, adoption, and higher education, among others.

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