INFO FOR CLIENTS


What you need to bring with you to have your taxes prepared
  • Social Security Cards or Individual Taxpayer Identification Numbers (ITINs) for all family members
  • Valid picture identification (like a drivers license) for taxpayer and spouse
  • Both spouses MUST be present to sign return if filing a joint return
  • All W-2s and 1099s (if any) for current year; this includes SSA1099 for Social Security Benefits and SSA letter for SSI benefits
  • Form 1095A, B, or C Affordable Care Act health care documentation
  • Form 1098T if claiming an Education Tax Credit
  • Statement from landlord with its address & phone of rent paid during 2016 or paid real estate tax bill if filing for Missouri Circuit Breaker
  • Proof of childcare expenses
  • If using direct deposit, a copy of your check for bank account to which refund(s) will be direct deposited
  • Copy of 2015 return if possible
If possible, your returns will be filed electronically with both the IRS and the State(s).
TAP
We strongly recommend any refund be electronically deposited into your bank account.