✅ Personal Information
Valid photo identification

Social Security cards for yourself, your spouse, and any dependents

A copy of last year’s tax return

✅ Income Documentation
W-2 forms from all employers

1099 forms (including 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-G, etc.)

Rental income statements
Social Security income

Unemployment income records

Any IRS correspondence or notices received (e.g., IP PIN)

Documentation of self-employment income

✅ Deductions and Credits
Mortgage interest statement (Form 1098)

Property tax statements

Student loan interest and tuition statements (Forms 1098-E, 1098-T)

Childcare expenses (include provider name, address, and tax ID)
Receipts of any charitable Donation
✅ Health Insurance
Forms 1095-A, 1095-B, or 1095-C related to your health coverage

✅ Banking Information
A voided check or direct deposit information (routing and account number)

With updates from the Big Beautiful Bill, some deductions and credits may require additional documents.
📞 Please call us before your appointment so we can review what documents you’ll need and help avoid delays.
Start anytime using our secure app:
https://taxestogo.com/App/Download/86777

💳 Note: Credit card payments are subject to a 3% processing fee.