What to Bring

Please bring the following items with you to the tax office for your appointment:

• Driver’s License or State ID

• Social Security Card

• W-2 , 1099-M, 1099-R

• 1099-G (Unemployment)

• Checkstub (for Estimates Only)

• 1098-T (Education Credit)

• You can also download the Client Info Form and have it completed If you have dependents and qualify for the EARNED INCOME TAX CREDIT (EITC)


Please bring the following documents for each of your dependents:

• Dependent Social Security Card

• Dependent Birth Certificate

• Shot or Medical Record

• Proof of Residency ( Lease, Light, Phone, Cable or Water Bill) The IRS requires that you must be able to prove your relationship, residency and support documents for your dependents to qualify for this credit.