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Est. 1999
A little preparation goes a long way
Come in ready.
Leave with peace of mind.
Bring these essentials to your tax appointment so we can make the most of our time together.
Have a question? Call us
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Photo ID for you and your spouse
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Social Security cards or ITIN letters
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W-2s, 1099s & other income forms
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Last year’s tax return
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Form 1095-A (Marketplace insurance)
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Child care costs & provider’s tax ID
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Business or farm income & expenses
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Bank routing & account numbers
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