Before your appointment, make sure you bring the following documents:
- Social Security Numbers for all person’s filing and their dependents
- Tax ID of person providing childcare (if applicable)
- Proof of sources of income from: alimony, child support, pension, self-employment, and/or contract labor.
- 2009 Tax Returns
- Personal or Business Forms (if applicable):
- Interest and Dividend Statements
- Mortgage Statements
- Real Estate Tax Bills
- Closing Statements on any home bought or sold
- Education Expenses
- Medical Expenses
- Charitable Donations
If in doubt if you should bring it, BRING it! Please keep in mind that the more organized the papers are, the quicker the process!
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