Resources & FAQ
Answers and helpful resources
Tax preparation checklist
Please bring these documents to your appointment. Never send them through the contact form.
Personal information
- Names and Social Security numbers for you, your spouse, and dependents
- A copy of your last tax return (if you have it)
- Bank name, routing, and account number for your refund
- Form 1095-A (if you have Marketplace health insurance)
- W-2 forms for you and your spouse
- SSA-1099 forms (if you receive Social Security benefits)
- Unemployment forms (if you received unemployment)
Business information
- Federal business identification number
- 1099 forms received, or total income
- Detailed business expenses or 12 months of bank statements
- Total miles driven in work vehicles
- List of work equipment, when it was purchased, and its cost
Frequently asked questions
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