What We Do
Tax Documents Needed
Plan ahead and bring these documents with you
For a quick and easy tax filing, please have available the following for you, your spouse, and anyone you are claiming as a dependent.
o If available, a copy of last year’s federal and state returns
o Photo IDs for yourself and your spouse
o Social Security or ITIN cards for yourself, your spouse, and all dependents you are claiming
o All W-2s and 1099s, including social security, pensions and unemployment
o A complete list of self-employment expenses including, for professional drivers, your business and personal mileage
o Interest, dividends and any other income
o Mortgage loan interest and property taxes
o College tuition and required books and fees, and/or student loan interest paid
o (For MA residents) evidence of health insurance, and (for all residents) if you’ve received it, Form 1095-A from your insurer
o Economic impact (stimulus) and advance child tax credit payments received. Advance child tax credit recipients should bring the IRS Letter 6419 that was sent to you in January.
o Child care expenses paid, along with the name, address, phone and tax ID of your provider
o Information on large out-of-pocket medical bills, charitable contributions, and other potentially deductible expenses
o (For direct deposit) A blank check or bank card showing your routing and account numbers. If you can pull up your account on your phone, that also works.