Key documents you will need to bring to your appointment:

• Government-issued photo ID for you and your spouse (if married)

• Front of your Social Security card (and that of your spouse, if married)

• Front of the Social Security card OR ITIN number for each of your dependents named on your return

• W-2 forms showing income from your employer

• 1099-R forms showing pensions or annuity income

• SSA-1099 forms showing Social Security benefits

• 1099-DIV, -INT, -B, -G, -K, -MISC, -OID forms showing dividends, interest, broker statements, gambling income, etc.

• No cryptocurrency investments

• 1095-A Health Care form, if marketplace health insurance

• Stimulus (EIP) and/or Adv Child Tax Credit payment information

• Any  other information concerning your income deductions

• Bank information, if direct deposit of refund is desired

Here is a more complete description of the documents we use in preparing tax returns: Documents We Need

We prepare taxes for all individuals as long as their tax returns are within our scope. This document describes the returns we can and cannot handle.