CHECKLIST

1. W-2 (2)

2. Sch C, and any other tax documents received (if applicable)

3. 1098 (if applicable)

4. 1099 (S) (if applicable)

5. Any forms/tax documents received

6. Photo ID(s)

7. Account and Routing # for Checking Account (if applicable to receive a refund)

8. Please bring a copy of previous 2 years Tax Returns if a new client​​

 

​~WE WILL BE SENDING YOU COPY OF YOUR TAX RETURN FOR YOUR APPROVAL BEFORE E-FILNG AS WELL AS WE WILL BE ATTACHING A 8879 AND 8453 FORM TO FILL OUT AND SIGN AND SEND BACK TO US, AS WE WILL NEED THESE SIGNED TO E-FILE YOUR TAXES