Clients Please Bring

• Government Issued Photo ID

  • Driver’s License/State ID/Passport

• Original Social Security Card or an ITIN card - you, your spouse, and dependents

  • Photocopies and pictures are not accepted.

• Valid State or Government ID / Driver's License

• Wage and earning statement(s)

  • Form W-2

  • Form W-2G

  • 1099-INT

  • 1099-R

• Health Insurance Documents

  • Forms 1095-A, B, and C

• Interest and dividend statements from banks (Forms 1099)

• Any other tax documents received in the mail

• Bank Account and Routing Information

  • a voided check is sufficient