Tax Prep Forms-Checklist
Please print and submit the following forms before visiting our office. This will make your appointment more efficient.
Due to identity theft we must have a copy of drivers license for taxpayer and joint taxpayer.
For Dependent’s verification we need two forms of ID such as a social security card, birth certificate, insurance card school ID, etc.
We will need health insurance verification. Health insurance cards, 1095 A, B or C. If on marketplace insurance we must have form 1095-A before we can file your income tax return.
After completing the forms, go to the Upload tab to submit your forms along with the additional information requested.