Documents to Bring

Bringing all of your documents will help to process your return quickly with the largest return possible.

For the quickest refund from the IRS, bring your Bank Routing and Account numbers so your refund can be directly deposited to your account.

If you have any of these documents, please bring them to your appointment:

Personal Taxes

Drivers License or other identification
W-2, Statement of Income
1095-A, Proof of health insurance
1098, Mortgage Interest Statement
- Property tax receipts
1098-T, Student Education Expenses
1099-G, Unemployment Payments
1099-R, Retirement Payments
1099-DIV, Dividend Income from Investments
1099-INT, Interest Income
8949, Statement of Capital Gains
If you have dependents 18 years old or younger please bring a recent school report or any other document that will show a presence in the country.