Top-Notch Services
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What to bring and /or have available
- Proof – Photo ID – for taxpayer (s) and dependent (s), Passport, VISA
- Social Security cards for you, your spouse and dependent (s) or ITIN
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN – Form 8433 & 8843 & Schedule IO
- Birth dates for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc, 1098, 1042-S, and, Rental Property) from all employers
- Interest and dividend statements from banks (Forms 1099-Int & 1099-Div)
- Health Insurance Exemption Certificate, if received
- A copy of last year’s federal and state returns, if available
- Proof of bank account routing and account numbers for direct deposit such as a blank check
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
- Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
- Forms 1095-A, B or C, Affordable Health Care Statements
- Copies of income transcripts from IRS and state, if applicable