Tax Interview

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Personal Information

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SSN/ ITIN

Valid ID​

Last Year's Tax Return

If you have children, you need to bring (school records, birth  certificate, and​ children SSN

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Income

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Bring your W-2's

W-2G's

1099- MISC

1099-G

1099 R

SSA-1099, etc

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Deductions

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Mortagage Interest

Property Taxes

Higher Education Expenses

Student Loans, etc.

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Medical Insurance

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Obama Care, form 1095-A

Form 1095-B

Form 1095-C

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