Tax Interview

Personal Information

SSN/ ITIN

Valid ID​

Last Year's Tax Return

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

Income

Bring your W-2's

W-2G's

1099- MISC

1099-G

1099 R

SSA-1099, etc

Deductions

Mortagage Interest

Property Taxes

Higher Education Expenses

Student Loans, etc.

Medical Insurance

Obama Care, form 1095-A

Form 1095-B

Form 1095-C