Skip to content
- Government-issued Photo ID (Driver’s License/State ID/Passport) for taxpayer and spouse (if applicable)
- ORIGINAL (NOT photocopied or written down number) Social Security Card or ITIN letter for anyone listed on tax return, including dependents
- Only exception if taxpayer is a previous client and brings in a paper copy of tax return showing we did their return previously
- Any tax documents received in the mail, including but not limited to:
- W-2
- 1098-T
- 1098-E
- 1099-INT
- 1099-DIV
- 1098 (Mortgage interest)
- Any Proof of Educational-Related Expenses, Day-Care Payments (with Day Care Tax-id number/SSN and Phone #), and/or Charitable Donations
- Bank Routing and Account numbers if direct deposit is wanted
- Foreign Students required to bring the following in addition to the above:
- Passport and Visa
- I-20
- 1042-S (if applicable, note: may not receive until after March 15)
