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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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