These are some of the documents that you may need to bring in for your taxes. If you have any questions, don’t have some of these documents or are unsure – just come in to our office. We’re happy to help you and figure out what you need.
W2 for each employer you worked for
ID Social Security Cards (if you have them) any other tax documents
If you have kids: Something with their name and address (school documents, medical bills, etc) If you don’t have anything, still come in and we’ll help you. Other documents may include: 1099 Misc Self employed income & expenses 1099 INT Investment income 1098 T Proof of dependents